Wealthspire Advisors (New York)’s FVCBankcorp FVCB Stock Holding History

Wealthspire Advisors (New York)’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	$354K	Sell	20,237 -9,065	-31%	-$145K	﹤0.01%	932
2026 Q1	$445K	Buy	+29,302	New	+$440K	﹤0.01%	608
2025 Q4	–	Sell	-1,814	Closed	-$23.5K	–	1734
2025 Q3	$23.5K	Buy	+1,814	New	+$23.8K	﹤0.01%	1596
2021 Q1	–	Sell	-13,641	Closed	-$160K	–	708
2020 Q4	$160K	Buy	+13,641	New	+$140K	﹤0.01%	561
2020 Q2	–	Sell	-13,641	Closed	-$145K	–	369
2020 Q1	$145K	Buy	+13,641	New	+$169K	0.01%	513

Other funds holding FVCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s FVCB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its FVCBankcorp (FVCB) stake by 31% in Q2 2026, selling an estimated $145K and leaving 20,237 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Wealthspire Advisors (New York) first reported a position in FVCB in Q1 2020 and has held it in 5 quarters since. The position peaked at $445K in Q1 2026. 119 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

Wealthspire Advisors (New York) held 20,237 shares of FVCBankcorp worth $354K as of Q2 2026.
Wealthspire Advisors (New York) sold 9,065 FVCBankcorp shares in Q2 2026, an estimated $145K.
FVCBankcorp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #932 holding.
Wealthspire Advisors (New York) first reported a position in FVCBankcorp in Q1 2020 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s FVCBankcorp position peaked at $445K in Q1 2026.
119 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.