ACM
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Ategra Capital Management’s MVB Financial MVBF Stock Holding History

Ategra Capital Management’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 		$1.77M Sell
71,131
-39,413
-36% -$1.06M 0.88% 23
2025
Q4 		$2.86M Buy
110,544
+55,689
+102% +$1.48M 1.36% 20
2025
Q3 		$1.37M Buy
+54,855
New +$1.3M 0.81% 21

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Ategra Capital Management's MVBF Position: Q1 2026 in Review

Ategra Capital Management reduced its MVB Financial (MVBF) stake by 36% in Q1 2026, selling an estimated $1.06M and leaving 71,131 shares worth $1.77M. The position accounts for 0.88% of the portfolio, ranked #23.

Ategra Capital Management first reported a position in MVBF in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.86M in Q4 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Ategra Capital Management held 71,131 shares of MVB Financial worth $1.77M as of Q1 2026.
  • Ategra Capital Management sold 39,413 MVB Financial shares in Q1 2026, an estimated $1.06M.
  • MVB Financial made up 0.88% of Ategra Capital Management's portfolio in Q1 2026, its #23 holding.
  • Ategra Capital Management first reported a position in MVB Financial in Q3 2025 and has held it in 3 quarters since.
  • Ategra Capital Management's MVB Financial position peaked at $2.86M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Ategra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.