Amalgamated Bank’s MVB Financial MVBF Stock Holding History

Amalgamated Bank’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 Q1	–	Sell	-351	Closed	-$9K	–	2369
2025 Q4	$9K	Sell	351 -4	-1%	-$106	﹤0.01%	2476
2025 Q3	$9K	Hold	355	–	–	﹤0.01%	2520
2025 Q2	$8K	Hold	355	–	–	﹤0.01%	2536
2025 Q1	$6K	Hold	355	–	–	﹤0.01%	2600
2024 Q4	$7K	Hold	355	–	–	﹤0.01%	2606
2024 Q3	$7K	Hold	355	–	–	﹤0.01%	2630
2024 Q2	$7K	Hold	355	–	–	﹤0.01%	2622
2024 Q1	$8K	Sell	355 -684	-66%	-$14.8K	﹤0.01%	2532
2023 Q4	$23K	Sell	1,039 -105	-9%	-$2.22K	﹤0.01%	2586
2023 Q3	$26K	Hold	1,144	–	–	﹤0.01%	2530
2023 Q2	$24K	Buy	1,144 +86	+8%	+$1.62K	﹤0.01%	2654
2023 Q1	$22K	Sell	1,058 -238	-18%	-$5.52K	﹤0.01%	2610
2022 Q4	$29K	Hold	1,296	–	–	﹤0.01%	2636
2022 Q3	$36K	Hold	1,296	–	–	﹤0.01%	2598
2022 Q2	$40K	Buy	1,296 +64	+5%	+$2.41K	﹤0.01%	2591
2022 Q1	$51K	Buy	+1,232	New	+$49.4K	﹤0.01%	2474

Other funds holding MVBF

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 $4.72B AUM 36.69% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Amalgamated Bank's MVBF Position: Q1 2026 in Review

Amalgamated Bank sold out of MVB Financial (MVBF) in Q1 2026, closing a stake of 351 shares — an estimated $9K sold.

Amalgamated Bank first reported a position in MVBF in Q1 2022 and held it in 16 quarters. The position peaked at $51K in Q1 2022. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

Amalgamated Bank reported no remaining MVB Financial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 351 MVB Financial shares in Q1 2026, an estimated $9K.
Amalgamated Bank first reported a position in MVB Financial in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's MVB Financial position peaked at $51K in Q1 2022.
110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.