C
MVBF icon

Covestor’s MVB Financial MVBF Stock Holding History

Covestor’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 		$0 Buy
+1
New +$27 ﹤0.01% 2711
2025
Q3 		– Sell
-16
Closed – – 2574
2025
Q2 		$0 Sell
16
-20
-56% -$370 ﹤0.01% 2541
2025
Q1 		$1K Sell
36
-16
-31% -$301 ﹤0.01% 2040
2024
Q4 		$1K Buy
52
+12
+30% +$248 ﹤0.01% 2083
2024
Q3 		$1K Buy
40
+18
+82% +$373 ﹤0.01% 2039
2024
Q2 		$0 Buy
22
+13
+144% +$248 ﹤0.01% 2555
2024
Q1 		$0 Buy
+9
New +$195 ﹤0.01% 2552
2023
Q3 		– Sell
-1
Closed – – 2477
2023
Q2 		$0 Sell
1
-99
-99% -$1.86K ﹤0.01% 2457
2023
Q1 		$2K Buy
100
+99
+9,900% +$2.3K ﹤0.01% 1771
2022
Q4 		$0 Buy
+1
New +$24 ﹤0.01% 2397

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

Covestor's MVBF Position: Q2 2026 in Review

Covestor opened a new position in MVB Financial (MVBF) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2711 among its holdings. This is a return to the name: Covestor previously reported a position in MVBF as recently as Q2 2025.

Covestor first reported a position in MVBF in Q4 2022 and has held it in 10 quarters since. The position peaked at $2K in Q1 2023. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Covestor held 1 share of MVB Financial worth $0 as of Q2 2026.
  • MVB Financial was a new Covestor position in Q2 2026.
  • MVB Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2711 holding.
  • Covestor first reported a position in MVB Financial in Q4 2022 and has held it in 10 quarters since.
  • Covestor's MVB Financial position peaked at $2K in Q1 2023.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.