Cerity Partners
MVBF icon

Cerity Partners’s MVB Financial MVBF Stock Holding History

Cerity 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 		$1.34M Buy
46,126
+13,715
+42% +$365K ﹤0.01% 1811
2026
Q1 		$805K Sell
32,411
-66
-0.2% -$1.77K ﹤0.01% 1978
2025
Q4 		$839K Sell
32,477
-24
-0.1% -$637 ﹤0.01% 1806
2025
Q3 		$814K Buy
32,501
+722
+2% +$17.1K ﹤0.01% 1704
2025
Q2 		$716K Buy
31,779
+215
+0.7% +$3.98K ﹤0.01% 1684
2025
Q1 		$547K Sell
31,564
-19
-0.1% -$358 ﹤0.01% 1708
2024
Q4 		$653K Buy
31,583
+1
+0% +$21 ﹤0.01% 1618
2024
Q3 		$611K Buy
31,582
+299
+1% +$6.2K ﹤0.01% 1661
2024
Q2 		$583K Sell
31,283
-318
-1% -$6.06K ﹤0.01% 1473
2024
Q1 		$705K Buy
31,601
+385
+1% +$8.35K ﹤0.01% 1438
2023
Q4 		$704K Buy
31,216
+3,282
+12% +$69.4K ﹤0.01% 1120
2023
Q3 		$631K Sell
27,934
-15
-0.1% -$354 ﹤0.01% 889
2023
Q2 		$589K Buy
27,949
+15
+0.1% +$282 ﹤0.01% 1115
2023
Q1 		$467K Hold
27,934
– – ﹤0.01% 1323
2022
Q4 		$615K Sell
27,934
-15
-0.1% -$366 ﹤0.01% 854
2022
Q3 		$777K Hold
27,949
– – 0.01% 571
2022
Q2 		$869K Buy
+27,949
New +$1.05M 0.01% 587

Other funds holding MVBF

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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Cerity Partners's MVBF Position: Q2 2026 in Review

Cerity Partners increased its MVB Financial (MVBF) stake by 42% in Q2 2026, buying an estimated $365K and bringing the position to 46,126 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Cerity Partners first reported a position in MVBF in Q2 2022 and has held it in 17 quarters since. 99 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Cerity Partners held 46,126 shares of MVB Financial worth $1.34M as of Q2 2026.
  • Cerity Partners bought 13,715 MVB Financial shares in Q2 2026, an estimated $365K.
  • MVB Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1811 holding.
  • Cerity Partners first reported a position in MVB Financial in Q2 2022 and has held it in 17 quarters since.
  • 99 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.