CCM
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Coldstream Capital Management’s MVB Financial MVBF Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-296
Closed -$5.13K – 2481
2025
Q1 		$5.13K Buy
+296
New +$5.57K ﹤0.01% 2685

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Coldstream Capital Management's MVBF Position: Q2 2025 in Review

Coldstream Capital Management sold out of MVB Financial (MVBF) in Q2 2025, closing a stake of 296 shares — an estimated $5.13K sold.

Coldstream Capital Management first reported a position in MVBF in Q1 2025 and held it in 1 quarter. The position peaked at $5.13K in Q1 2025. 93 funds tracked by Wall St. Rank hold MVBF as of Q2 2025.

  • Coldstream Capital Management reported no remaining MVB Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 296 MVB Financial shares in Q2 2025, an estimated $5.13K.
  • Coldstream Capital Management first reported a position in MVB Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's MVB Financial position peaked at $5.13K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held MVB Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.