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CM Wealth Advisors’s MVB Financial MVBF Stock Holding History

CM 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 		$334K Buy
+11,516
New +$306K 0.06% 134

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

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

CM Wealth Advisors opened a new position in MVB Financial (MVBF) in Q2 2026: 11,516 shares worth $334K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings.

109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • CM Wealth Advisors held 11,516 shares of MVB Financial worth $334K as of Q2 2026.
  • MVB Financial was a new CM Wealth Advisors position in Q2 2026.
  • MVB Financial made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.