Ategra Capital Management, LLC FVCB FVCBANKCORP INC

Ownership history in Ategra Capital Management, LLC  ·  4 quarters on record

AI Ownership Summary

Ategra Capital Management, LLC reported FVCBANKCORP INC (FVCB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 3.3% in 2026 Q1. The latest visible filing shows FVCB at 3.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FVCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ategra Capital Management, LLC's position in FVCBANKCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FVCB was reported at 3.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ategra Capital Management, LLC held FVCB — position size vs. price
% of Fund (quarterly)    FVCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 436,748 0% 3.30% $6.6M 2026-05-15 $15.31
2025 Q4 ADDED 436,748 +68,115 +18.5% 2.89% $6.1M 2026-02-17 $16.12
2025 Q3 ADDED 368,633 +250,232 +211.3% 2.82% $4.8M 2025-11-14 $12.47
2025 Q2 INITIATED 118,401 1.11% $1.4M 2025-08-14 $12.95

FAQ About Ategra Capital Management, LLC and FVCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ategra Capital Management, LLC reported owning FVCB?

Ategra Capital Management, LLC reported FVCB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported FVCB position in Ategra Capital Management, LLC's portfolio?

The largest reported portfolio weight for FVCB was 3.30% in 2026 Q1.

What is the latest reported FVCB position on this page?

The most recent filing on this page is 2026 Q1, when Ategra Capital Management, LLC reported 436,748 shares, equal to 3.30% of portfolio, with an estimated market value of $6.6M.

What does the chart on this FVCB ownership page compare?

The chart compares Ategra Capital Management, LLC's quarterly FVCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ategra Capital Management, LLC time their FVCB position?

Based on 13F filing dates vs. subsequent FVCB price moves, Ategra Capital Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on FVCB relative to SPY over the holding period was +3.1%.

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