Canton Hathaway’s MVB Financial MVBF Stock Holding History

Canton Hathaway’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	$188K	Hold	7,574	–	–	0.04%	132
2025 Q4	$196K	Hold	7,574	–	–	0.04%	134
2025 Q3	$190K	Hold	7,574	–	–	0.04%	145
2025 Q2	$171K	Hold	7,574	–	–	0.03%	147
2025 Q1	$131K	Hold	7,574	–	–	0.03%	153
2024 Q4	$157K	Hold	7,574	–	–	0.04%	110
2024 Q3	$147K	Hold	7,574	–	–	0.04%	111
2024 Q2	$141K	Hold	7,574	–	–	0.04%	106
2024 Q1	$169K	Sell	7,574 -1,000	-12%	-$21.7K	0.05%	103
2023 Q4	$193K	Hold	8,574	–	–	0.06%	98
2023 Q3	$194K	Hold	8,574	–	–	0.06%	93
2023 Q2	$181K	Hold	8,574	–	–	0.06%	98
2023 Q1	$177K	Hold	8,574	–	–	0.06%	96
2022 Q4	$189K	Hold	8,574	–	–	0.07%	96
2022 Q3	$239K	Hold	8,574	–	–	0.09%	88
2022 Q2	$267K	Hold	8,574	–	–	0.09%	86
2022 Q1	$356K	Hold	8,574	–	–	0.1%	85
2021 Q4	$356K	Hold	8,574	–	–	0.1%	94
2021 Q3	$367K	Buy	+8,574	New	+$350K	0.11%	96

Other funds holding MVBF

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return