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 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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s FVCB Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in FVCBankcorp (FVCB) in Q1 2026: 29,302 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in FVCB as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in FVCB in Q1 2020 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold FVCB as of Q1 2026.

Wealthspire Advisors (New York) held 29,302 shares of FVCBankcorp worth $445K as of Q1 2026.
FVCBankcorp was a new Wealthspire Advisors (New York) position in Q1 2026.
FVCBankcorp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #608 holding.
Wealthspire Advisors (New York) first reported a position in FVCBankcorp in Q1 2020 and has held it in 4 quarters since.
103 funds tracked by Wall St. Rank held FVCBankcorp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.