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MVBF icon

Cliff Asness’s MVB Financial MVBF Stock Holding History

Cliff Asness’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 		$1.11M Buy
38,132
+5,507
+17% +$146K ﹤0.01% 2952
2026
Q1 		$810K Buy
32,625
+5,229
+19% +$140K ﹤0.01% 2884
2025
Q4 		$708K Buy
27,396
+958
+4% +$25.4K ﹤0.01% 2740
2025
Q3 		$663K Buy
26,438
+10,698
+68% +$254K ﹤0.01% 2665
2025
Q2 		$355K Buy
+15,740
New +$291K ﹤0.01% 2776
2022
Q3 		– Sell
-7,790
Closed -$242K – 2274
2022
Q2 		$242K Buy
7,790
+1
+0% +$38 ﹤0.01% 1931
2022
Q1 		$323K Hold
7,789
– – ﹤0.01% 1948
2021
Q4 		$323K Sell
7,789
-771
-9% -$32.5K ﹤0.01% 1962
2021
Q3 		$367K Buy
+8,560
New +$349K ﹤0.01% 1977

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

Cliff Asness's MVBF Position: Q2 2026 in Review

Cliff Asness increased its MVB Financial (MVBF) stake by 17% in Q2 2026, buying an estimated $146K and bringing the position to 38,132 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Cliff Asness first reported a position in MVBF in Q3 2021 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Cliff Asness held 38,132 shares of MVB Financial worth $1.11M as of Q2 2026.
  • Cliff Asness bought 5,507 MVB Financial shares in Q2 2026, an estimated $146K.
  • MVB Financial made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2952 holding.
  • Cliff Asness first reported a position in MVB Financial in Q3 2021 and has held it in 9 quarters since.
  • 108 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.