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Whittier Trust’s FVCBankcorp FVCB Stock Holding History

Whittier Trust’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
2025
Q1 		– Sell
-1,562
Closed -$19.6K – 1520
2024
Q4 		$19.6K Hold
1,562
– – ﹤0.01% 1115
2024
Q3 		$20.4K Hold
1,562
– – ﹤0.01% 1101
2024
Q2 		$17.1K Buy
+1,562
New +$17.3K ﹤0.01% 1128

Other funds holding FVCB

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Whittier Trust's FVCB Position: Q1 2025 in Review

Whittier Trust sold out of FVCBankcorp (FVCB) in Q1 2025, closing a stake of 1,562 shares — an estimated $19.6K sold.

Whittier Trust first reported a position in FVCB in Q2 2024 and held it in 3 quarters. The position peaked at $20.4K in Q3 2024. 77 funds tracked by Wall St. Rank hold FVCB as of Q1 2025.

  • Whittier Trust reported no remaining FVCBankcorp position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 1,562 FVCBankcorp shares in Q1 2025, an estimated $19.6K.
  • Whittier Trust first reported a position in FVCBankcorp in Q2 2024 and held it in 3 quarters.
  • Whittier Trust's FVCBankcorp position peaked at $20.4K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held FVCBankcorp as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.