AAP
MVBF icon

Arax Advisory Partners’s MVB Financial MVBF Stock Holding History

Arax Advisory Partners’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 		$35.5K Buy
1,225
+889
+265% +$23.6K ﹤0.01% 3554
2026
Q1 		$8.34K Buy
336
+7
+2% +$188 ﹤0.01% 2546
2025
Q4 		$8.5K Sell
329
-1,727
-84% -$45.8K ﹤0.01% 2555
2025
Q3 		$51.5K Buy
2,056
+1,727
+525% +$41K ﹤0.01% 1822
2025
Q2 		$7.41K Buy
329
+133
+68% +$2.46K ﹤0.01% 2098
2025
Q1 		$3.4K Buy
+196
New +$3.69K ﹤0.01% 1922
2024
Q4 		– Sell
-25
Closed -$484 – 2623
2024
Q3 		$484 Hold
25
– – ﹤0.01% 2407
2024
Q2 		$466 Buy
+25
New +$477 ﹤0.01% 2341

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

Arax Advisory Partners's MVBF Position: Q2 2026 in Review

Arax Advisory Partners increased its MVB Financial (MVBF) stake by 265% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,225 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Arax Advisory Partners first reported a position in MVBF in Q2 2024 and has held it in 8 quarters since. The position peaked at $51.5K in Q3 2025. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Arax Advisory Partners held 1,225 shares of MVB Financial worth $35.5K as of Q2 2026.
  • Arax Advisory Partners bought 889 MVB Financial shares in Q2 2026, an estimated $23.6K.
  • MVB Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3554 holding.
  • Arax Advisory Partners first reported a position in MVB Financial in Q2 2024 and has held it in 8 quarters since.
  • Arax Advisory Partners's MVB Financial position peaked at $51.5K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.