BWA
MVBF icon

Basecamp Wealth Advisors’s MVB Financial MVBF Stock Holding History

Basecamp Wealth Advisors’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 		$232 Buy
8
+2
+33% +$53 ﹤0.01% 1730
2026
Q1 		$149 Buy
+6
New +$161 ﹤0.01% 1902

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

Basecamp Wealth Advisors's MVBF Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its MVB Financial (MVBF) stake by 33% in Q2 2026, buying an estimated $53 and bringing the position to 8 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Basecamp Wealth Advisors first reported a position in MVBF in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Basecamp Wealth Advisors held 8 shares of MVB Financial worth $232 as of Q2 2026.
  • Basecamp Wealth Advisors bought 2 MVB Financial shares in Q2 2026, an estimated $53.
  • MVB Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1730 holding.
  • Basecamp Wealth Advisors first reported a position in MVB Financial in Q1 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.