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True Wealth Design’s FVCBankcorp FVCB Stock Holding History

True Wealth Design’s Portfolio FVCB Stock Details FVCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$595 Buy
34
+12
+55% +$191 ﹤0.01% 2145
2026
Q1 		$335 Hold
22
– – ﹤0.01% 2188
2025
Q4 		$307 Hold
22
– – ﹤0.01% 2115
2025
Q3 		$286 Buy
22
+18
+450% +$237 ﹤0.01% 2204
2025
Q2 		$48 Buy
4
+2
+100% +$22 ﹤0.01% 2386
2025
Q1 		$22 Buy
+2
New +$23 ﹤0.01% 2568

Other funds holding FVCB

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's FVCB Position: Q2 2026 in Review

True Wealth Design increased its FVCBankcorp (FVCB) stake by 55% in Q2 2026, buying an estimated $191 and bringing the position to 34 shares worth $595. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

True Wealth Design first reported a position in FVCB in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

  • True Wealth Design held 34 shares of FVCBankcorp worth $595 as of Q2 2026.
  • True Wealth Design bought 12 FVCBankcorp shares in Q2 2026, an estimated $191.
  • FVCBankcorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2145 holding.
  • True Wealth Design first reported a position in FVCBankcorp in Q1 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.