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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ameriprise's MVBF Position: Q1 2026 in Review

Ameriprise increased its MVB Financial (MVBF) stake by 3.6% in Q1 2026, buying an estimated $230K and bringing the position to 246,762 shares worth $6.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Ameriprise first reported a position in MVBF in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.15M in Q4 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Ameriprise held 246,762 shares of MVB Financial worth $6.13M as of Q1 2026.
  • Ameriprise bought 8,592 MVB Financial shares in Q1 2026, an estimated $230K.
  • MVB Financial made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2307 holding.
  • Ameriprise first reported a position in MVB Financial in Q3 2025 and has held it in 3 quarters since.
  • Ameriprise's MVB Financial position peaked at $6.15M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.