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Security record · archived quarter

FVCB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
45Tracked holders
+4Δ holders
4.31MShares held
$64.32MReported value
+6New positions
−2Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.8% · share flow -1.5% · net new positions +8.9% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 54 +11 6.25M $107.85M +13 −2
Q1 2026 45 +4 4.31M $64.32M +6 −2
Q4 2025 41 -1 4.55M $63.26M — −1
Q3 2025 13 +1 2.86M $37.15M +1 —
Q2 2025 9 +1 2.66M $31.39M +1 —
Q1 2025 5 +1 767.13K $8.11M +1 —
Q4 2024 4 0 735.13K $9.24M — —
Q3 2024 3 0 416.88K $5.44M — —
Q2 2024 3 — 411.57K $4.49M — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 918.24K -5.6% $13.95M 0.0% ▼ Trim 4 SEC ↗ ×8
2 Alliancebernstein L.P. 884.62K -12.4% $12.31M 0.0% ▼ Trim 2 SEC ↗
3 Vanguard Capital Management Llc 694.52K — $10.55M 0.0% n/c 1 SEC ↗
4 Geode Capital Management ✦ (passive) 348.46K -2.1% $5.29M 0.0% ▼ Trim 8 SEC ↗ ×2
5 State Street Global Advisors ✦ (passive) 308.67K +2.3% $4.69M 0.0% ▲ Add 6 SEC ↗
6 Dimensional Fund Advisors Lp 302.17K +6.5% $4.59M 0.0% ▲ Add 2 SEC ↗ ×4
7 Renaissance Technologies ✦ 116.47K +37.4% $1.77M 0.0% ▲ Add 8 SEC ↗
8 Northern Trust Corp 110.74K +2.8% $1.68M 0.0% ▲ Add 2 SEC ↗ ×3
9 Mackenzie Financial Corp 77.67K New $1.18M 0.0% New 1 SEC ↗
10 American Century Companies Inc 63.51K +105.6% $964,732 0.0% ▲ Add 2 SEC ↗
11 Morgan Stanley ✦ 45.42K -22.4% $689,930 0.0% ▼ Trim 3 SEC ↗ ×6
12 Charles Schwab Investment… 42.21K -10.9% $641,231 0.0% ▼ Trim 2 SEC ↗
13 AQR Capital Management ✦ 40.83K +18.5% $620,207 0.0% ▲ Add 3 SEC ↗ ×6
14 Nuveen, LLC 38.13K +0.9% $579,210 0.0% ▲ Add 2 SEC ↗ ×2
15 Citadel Advisors ✦ 37.44K +6.8% $568,683 0.0% ▲ Add 8 SEC ↗
16 Bank of New York Mellon Corp 35.59K +2.4% $540,597 0.0% ▲ Add 2 SEC ↗ ×2
17 Squarepoint Ops LLC 35.09K -0.1% $532,956 0.0% ▼ Trim 2 SEC ↗
18 Goldman Sachs Group ✦ 28.54K -1.3% $433,492 0.0% ▼ Trim 3 SEC ↗
19 Chevy Chase Trust Holdings, LLC 21.56K 0.0% $327,527 0.0% Held 2 SEC ↗
20 Rhumbline Advisers 20.58K -1.8% $312,614 0.0% ▼ Trim 2 SEC ↗
21 Marshall Wace ✦ 16.50K New $250,665 0.0% New 1 SEC ↗
22 Millennium Management ✦ 16.11K -65.1% $244,756 0.0% ▼ Trim 5 SEC ↗
23 Bank Of America Corp /De/ 14.63K +13.3% $222,245 0.0% ▲ Add 2 SEC ↗
24 Creative Planning 13.52K New $205,384 0.0% New 1 SEC ↗
25 Deutsche Bank Ag\ 11.74K New $178,270 0.0% New 1 SEC ↗
26 T. Rowe Price ✦ 10.96K New $167,000 0.0% New 1 SEC ↗
27 MIRAE ASSET GLOBAL ETFS HOLDINGS… 7.35K +2.4% $111,601 0.0% ▲ Add 2 SEC ↗
28 JPMorgan Chase ✦ 6.34K -35.2% $95,224 0.0% ▼ Trim 3 SEC ↗ ×2
29 Northwestern Mutual Wealth… 6.10K 0.0% $92,689 0.0% Held 2 SEC ↗
30 Barclays Plc 5.94K -81.8% $90,214 0.0% ▼ Trim 2 SEC ↗ ×2
31 Wells Fargo & Company/Mn 5.83K -66.3% $88,603 0.0% ▼ Trim 2 SEC ↗
32 Bnp Paribas Financial Markets 3.88K -5.4% $58,861 0.0% ▼ Trim 2 SEC ↗
33 New York State Common Retirement… 3.18K 0.0% $48,304 0.0% Held 2 SEC ↗
34 UBS Group AG 3.03K +86.7% $46,025 0.0% ▲ Add 2 SEC ↗ ×3
35 Russell Investments Group, Ltd. 2.68K 0.0% $40,724 0.0% Held 2 SEC ↗ ×2
36 Cwm, Llc 2.52K +17.7% $38,248 0.0% ▲ Add 2 SEC ↗
37 Fidelity (FMR) ✦ 2.28K +0.1% $34,596 0.0% ▲ Add 4 SEC ↗ ×2
38 Rockefeller Capital Management L.P. 1.82K 0.0% $27,585 0.0% Held 2 SEC ↗
39 Legal & General Group Plc 1.48K 0.0% $22,451 0.0% Held 2 SEC ↗
40 California State Teachers… 834 -11.8% $12,668 0.0% ▼ Trim 2 SEC ↗
41 UBS AM, a distinct business unit of… 752 New $11,423 0.0% New 1 SEC ↗
42 Citigroup Inc 716 +3.8% $10,876 0.0% ▲ Add 2 SEC ↗
43 Optiver Holding B.V. 162 -37.2% $2,461 0.0% ▼ Trim 2 SEC ↗
44 Royal Bank Of Canada 74 -90.4% $1,000 0.0% ▼ Trim 2 SEC ↗ ×2
45 Pnc Financial Services Group, Inc. 43 -20.4% $653 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Mackenzie Financial Corp $1.18M 0.0%
Marshall Wace $250,665 0.0%
Creative Planning $205,384 0.0%
Deutsche Bank Ag\ $178,270 0.0%
T. Rowe Price $167,000 0.0%
UBS AM, a distinct business… $11,423 0.0%

Exited

Jane Street Group, Llc $200,485 was 0.0%
Invesco Ltd. $139,990 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 9.00M shares, $132.61M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 24 Jackson Sharon L.

Officer · 1.40K sh · $26,068

Aug 21 Laughlin Scott

Director · 8.10K sh · $150,255

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A — Fourthstone LLC

View original SEC filing ↗

Aug 14 SC 13G/A — ENDEAVOUR CAPITAL ADVISORS INC

View original SEC filing ↗

Jul 28 SC 13G — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API