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Waverly Advisors’s FVCBankcorp FVCB Stock Holding History

Waverly Advisors’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 		$223K Buy
12,750
+401
+3% +$6.4K ﹤0.01% 1575
2026
Q1 		$188K Buy
12,349
+60
+0.5% +$901 ﹤0.01% 1496
2025
Q4 		$171K Buy
12,289
+14
+0.1% +$179 ﹤0.01% 1397
2025
Q3 		$159K Buy
12,275
+81
+0.7% +$1.06K ﹤0.01% 1235
2025
Q2 		$144K Buy
12,194
+5
+0% +$56 ﹤0.01% 1150
2025
Q1 		$129K Buy
+12,189
New +$140K ﹤0.01% 1080

Other funds holding FVCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Waverly Advisors's FVCB Position: Q2 2026 in Review

Waverly Advisors increased its FVCBankcorp (FVCB) stake by 3.2% in Q2 2026, buying an estimated $6.4K and bringing the position to 12,750 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Waverly Advisors first reported a position in FVCB in Q1 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

  • Waverly Advisors held 12,750 shares of FVCBankcorp worth $223K as of Q2 2026.
  • Waverly Advisors bought 401 FVCBankcorp shares in Q2 2026, an estimated $6.4K.
  • FVCBankcorp made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1575 holding.
  • Waverly Advisors first reported a position in FVCBankcorp in Q1 2025 and has held it in 6 quarters since.
  • 118 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.