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
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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Covestor's MVBF Position: Q3 2025 in Review

Covestor sold out of MVB Financial (MVBF) in Q3 2025, closing a stake of 16 shares.

Covestor first reported a position in MVBF in Q4 2022 and held it in 9 quarters. The position peaked at $2K in Q1 2023. 97 funds tracked by Wall St. Rank hold MVBF as of Q3 2025.

  • Covestor reported no remaining MVB Financial position as of Q3 2025 after selling out during the quarter.
  • Covestor sold 16 MVB Financial shares in Q3 2025.
  • Covestor first reported a position in MVB Financial in Q4 2022 and held it in 9 quarters.
  • Covestor's MVB Financial position peaked at $2K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held MVB Financial as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.