Cassaday & Co Wealth Management LLC FVCB — FVCBANKCORP INC

Ownership history in Cassaday & Co Wealth Management LLC  ·  16 quarters on record

AI Ownership Summary

Cassaday & Co Wealth Management LLC reported FVCBANKCORP INC (FVCB) in 16 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows FVCB at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FVCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cassaday & Co Wealth 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 Q3

FVCB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

FVCB stock page Cassaday & Co Wealth Management LLC fund profile Cassaday & Co Wealth Management LLC full holdings
How Cassaday & Co Wealth 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 24,088 — 0% 0.01% $420K 2026-10-27 $16.97
2026 Q2 UNCHANGED — — — 24,088 — 0% 0.01% $422K 2026-08-10 $18.44
2026 Q1 UNCHANGED — — — 24,088 — 0% 0.01% $366K 2026-05-07 $15.68
2025 Q4 UNCHANGED — — — 24,088 — 0% 0.01% $335K 2026-02-03 $15.41
2025 Q3 UNCHANGED — — — 24,088 — 0% 0.01% $312K 2025-11-07 $12.10
2025 Q2 UNCHANGED — — — 24,088 — 0% 0.01% $284K 2025-08-05 $12.22
2025 Q1 UNCHANGED — — — 24,088 — 0% 0.01% $255K 2025-05-05 $11.20
2024 Q4 UNCHANGED — — — 24,088 — 0% 0.01% $303K 2025-02-03 $11.67
2024 Q3 UNCHANGED — — — 24,088 — 0% 0.01% $314K 2024-11-07 $13.28
2024 Q2 UNCHANGED — — — 24,088 — 0% 0.01% $263K 2024-07-30 $12.23
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FVCB

As of 2026 Q3 — sorted by position size

EVERMAY WEALTH MANAGEMENT LLC 3Y 7Y 0.04% MACKENZIE FINANCIAL CORP 3Y 7Y 0.0% J.W. COLE ADVISORS, INC. 3Y 0.0% STRS OHIO 3Y 7Y 0.0% Essential Partners LLC 0.0% DIMENSIONAL FUND ADVISORS LP 3Y 7Y 0.0% Savant Capital, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Russell Investments Group, Ltd. 3Y 7Y 0.0% SJS Investment Consulting Inc. 3Y 0.0%

FAQ About Cassaday & Co Wealth 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 Cassaday & Co Wealth Management LLC reported owning FVCB?

Cassaday & Co Wealth Management LLC reported FVCB across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported FVCB position in Cassaday & Co Wealth Management LLC's portfolio?

The largest reported portfolio weight for FVCB was 0.01% in 2024 Q3.

What is the latest reported FVCB position on this page?

The most recent filing on this page is 2026 Q3, when Cassaday & Co Wealth Management LLC reported 24,088 shares, equal to 0.01% of portfolio, with an estimated market value of $420K.

What does the chart on this FVCB ownership page compare?

The chart compares Cassaday & Co Wealth 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.

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