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Equibles

Cassaday & Co Wealth Management LLC

Position in FVCB — FVCBankcorp, Inc.

CIK 1963612 MCLEAN, VA
Back to FVCB Full portfolio

Position in FVCB

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$421,540
+$55,644 QoQ
Shares Held
24,088
0.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#47
of 118 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $4,253,553 across 35 Banks - Regional names. FVCB ranks #4 (9.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 3,645 $897,471
2 USB
US Bancorp De
 9,270 $559,908
3 TFC
Truist Financial Corp
 10,984 $547,222
4 FVCB
FVCBankcorp, Inc.
This page 		24,088 $421,540
5 BHRB
Burke & Herbert Financial Services Corp.
 4,320 $310,435
6 KEY
Keycorp /New/
 10,626 $244,929
7 UBSI
United Bankshares Inc/Wv
 4,924 $225,666
8 HBAN
Huntington Bancshares Inc /Md/
 8,548 $151,556

All Filings in FVCB

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $421,540 24,088
2026-03-31 $365,896 24,088
2025-12-31 $335,064 24,088
2025-09-30 $312,421 24,088
2025-06-30 $284,238 24,088
2025-03-31 $254,610 24,088
2024-12-31 $302,786 24,088
2024-09-30 $314,348 24,088
2024-06-30 $263,040 24,088
2024-03-31 $293,391 24,088
2023-12-31 $342,049 24,088
2023-09-30 $308,567 24,088
2023-06-30 $259,427 24,088
2023-03-31 $256,537 24,088
2022-12-31 $470,285 24,661