Ameriprise
MVBF icon

Ameriprise’s MVB Financial MVBF Stock Holding History

Ameriprise’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 		$8.03M Buy
276,860
+30,098
+12% +$800K ﹤0.01% 2208
2026
Q1 		$6.13M Buy
246,762
+8,592
+4% +$230K ﹤0.01% 2307
2025
Q4 		$6.15M Buy
238,170
+49,991
+27% +$1.33M ﹤0.01% 2292
2025
Q3 		$4.72M Buy
+188,179
New +$4.47M ﹤0.01% 2494

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
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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Ameriprise's MVBF Position: Q2 2026 in Review

Ameriprise increased its MVB Financial (MVBF) stake by 12% in Q2 2026, buying an estimated $800K and bringing the position to 276,860 shares worth $8.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Ameriprise first reported a position in MVBF in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Ameriprise held 276,860 shares of MVB Financial worth $8.03M as of Q2 2026.
  • Ameriprise bought 30,098 MVB Financial shares in Q2 2026, an estimated $800K.
  • MVB Financial made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2208 holding.
  • Ameriprise first reported a position in MVB Financial in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.