AF
MVBF icon

Allworth Financial’s MVB Financial MVBF Stock Holding History

Allworth Financial’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6K Buy
399
+7
+2% +$186 ﹤0.01% 3613
2026
Q1 		$9.74K Buy
392
+339
+640% +$9.08K ﹤0.01% 3527
2025
Q4 		$1.37K Hold
53
– – ﹤0.01% 4260
2025
Q3 		$1.33K Sell
53
-543
-91% -$12.9K ﹤0.01% 4169
2025
Q2 		$13.4K Buy
+596
New +$11K ﹤0.01% 2755
2022
Q3 		– Sell
-6
Closed – – 2940
2022
Q2 		$0 Buy
+6
New +$226 ﹤0.01% 2649

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Allworth Financial's MVBF Position: Q2 2026 in Review

Allworth Financial increased its MVB Financial (MVBF) stake by 1.8% in Q2 2026, buying an estimated $186 and bringing the position to 399 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

Allworth Financial first reported a position in MVBF in Q2 2022 and has held it in 6 quarters since. The position peaked at $13.4K in Q2 2025. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Allworth Financial held 399 shares of MVB Financial worth $11.6K as of Q2 2026.
  • Allworth Financial bought 7 MVB Financial shares in Q2 2026, an estimated $186.
  • MVB Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3613 holding.
  • Allworth Financial first reported a position in MVB Financial in Q2 2022 and has held it in 6 quarters since.
  • Allworth Financial's MVB Financial position peaked at $13.4K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.