Position in FVCB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$445,097
+$421,570 QoQ
Shares Held
29,302
+1515.3% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FVCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wealthspire Advisors, LLC holds $28,047,613 across 21 Banks - Regional names. FVCB ranks #16 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
295,417 | $8,785,701 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
104,053 | $4,309,875 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
60,575 | $2,164,950 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
9,183 | $1,910,890 | |
| 5 | USB |
US Bancorp \De\
|
26,489 | $1,377,692 | |
| 6 | JMSB |
John Marshall Bancorp, Inc.
|
64,141 | $1,300,779 | |
| 7 | TFC |
Truist Financial Corp
|
23,056 | $1,059,884 | |
| 8 | MTB |
M&T Bank Corp
|
4,975 | $1,028,432 |
All Filings in FVCB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $445,097 | 29,302 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $23,527 | 1,814 | Shares | Sole | 2025-11-14 | |
| 2020-12-31 | $128,336 | 10,913 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $116,288 | 10,913 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||