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Cresset Asset Management’s MVB Financial MVBF Stock Holding History

Cresset Asset 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
2026
Q1 		$445K Buy
17,921
+120
+0.7% +$3.21K ﹤0.01% 1115
2025
Q4 		$460K Buy
17,801
+108
+0.6% +$2.87K ﹤0.01% 1105
2025
Q3 		$443K Buy
17,693
+124
+0.7% +$2.94K ﹤0.01% 1077
2025
Q2 		$396K Sell
17,569
-41
-0.2% -$758 ﹤0.01% 1025
2025
Q1 		$305K Sell
17,610
-10
-0.1% -$188 ﹤0.01% 1307
2024
Q4 		$365K Sell
17,620
-1,013
-5% -$20.9K ﹤0.01% 1242
2024
Q3 		$361K Sell
18,633
-2,596
-12% -$53.8K ﹤0.01% 1713
2024
Q2 		$396K Buy
21,229
+788
+4% +$15K ﹤0.01% 1565
2024
Q1 		$456K Buy
20,441
+158
+0.8% +$3.43K ﹤0.01% 1377
2023
Q4 		$458K Buy
20,283
+157
+0.8% +$3.32K ﹤0.01% 1277
2023
Q3 		$454K Buy
20,126
+92
+0.5% +$2.17K ﹤0.01% 1239
2023
Q2 		$422K Buy
20,034
+857
+4% +$16.1K ﹤0.01% 1363
2023
Q1 		$396K Sell
19,177
-2,432
-11% -$56.4K 0.01% 548
2022
Q4 		$476K Hold
21,609
– – 0.01% 431
2022
Q3 		$602K Buy
21,609
+2,432
+13% +$78.2K 0.01% 463
2022
Q2 		$597K Hold
19,177
– – 0.01% 505
2022
Q1 		$796K Hold
19,177
– – 0.01% 463
2021
Q4 		$796K Sell
19,177
-1,144
-6% -$48.3K 0.01% 527
2021
Q3 		$870K Buy
20,321
+7,821
+63% +$319K 0.01% 436
2021
Q2 		$533K Buy
+12,500
New +$510K 0.01% 531

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Cresset Asset Management's MVBF Position: Q1 2026 in Review

Cresset Asset Management increased its MVB Financial (MVBF) stake by 0.67% in Q1 2026, buying an estimated $3.21K and bringing the position to 17,921 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Cresset Asset Management first reported a position in MVBF in Q2 2021 and has held it in 20 quarters since. The position peaked at $870K in Q3 2021. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Cresset Asset Management held 17,921 shares of MVB Financial worth $445K as of Q1 2026.
  • Cresset Asset Management bought 120 MVB Financial shares in Q1 2026, an estimated $3.21K.
  • MVB Financial made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1115 holding.
  • Cresset Asset Management first reported a position in MVB Financial in Q2 2021 and has held it in 20 quarters since.
  • Cresset Asset Management's MVB Financial position peaked at $870K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.