CWA Asset Management Group’s MVB Financial MVBF Stock Holding History

CWA Asset Management Group’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	–	Sell	-10,641	Closed	-$264K	–	750
2026 Q1	$264K	Buy	+10,641	New	+$285K	0.01%	586
2023 Q2	–	Sell	-9,850	Closed	-$203K	–	369
2023 Q1	$203K	Sell	9,850 -60	-0.6%	-$1.39K	0.02%	307
2022 Q4	$218K	Sell	9,910 -224	-2%	-$5.47K	0.02%	297
2022 Q3	$282K	Sell	10,134 -40	-0.4%	-$1.29K	0.03%	242
2022 Q2	$317K	Sell	10,174 -5,852	-37%	-$221K	0.03%	225
2022 Q1	$665K	Sell	16,026 -2,245	-12%	-$90.1K	0.05%	162
2021 Q4	$759K	Hold	18,271	–	–	0.06%	152
2021 Q3	$783K	Buy	18,271 +1	+0%	+$41	0.06%	145
2021 Q2	$784K	Hold	18,270	–	–	0.06%	142
2021 Q1	$618K	Hold	18,270	–	–	0.06%	157
2020 Q4	$414K	Sell	18,270 -14,502	-44%	-$275K	0.04%	179
2020 Q3	$523K	Hold	32,772	–	–	0.07%	132
2020 Q2	$436K	Hold	32,772	–	–	0.08%	136
2020 Q1	$418K	Buy	32,772 +735	+2%	+$13.6K	0.08%	130
2019 Q4	$798K	Hold	32,037	–	–	0.13%	107
2019 Q3	$636K	Hold	32,037	–	–	0.1%	119
2019 Q2	$543K	Hold	32,037	–	–	0.09%	130
2019 Q1	$489K	Buy	32,037 +1,187	+4%	+$19.5K	0.09%	124
2018 Q4	$557K	Hold	30,850	–	–	0.13%	107
2018 Q3	$556K	Buy	+30,850	New	+$548K	0.12%	110

Other funds holding MVBF

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWA Asset Management Group's MVBF Position: Q2 2026 in Review

CWA Asset Management Group sold out of MVB Financial (MVBF) in Q2 2026, closing a stake of 10,641 shares — an estimated $264K sold.

CWA Asset Management Group first reported a position in MVBF in Q3 2018 and held it in 20 quarters. The position peaked at $798K in Q4 2019. 11 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

CWA Asset Management Group reported no remaining MVB Financial position as of Q2 2026 after selling out during the quarter.
CWA Asset Management Group sold 10,641 MVB Financial shares in Q2 2026, an estimated $264K.
CWA Asset Management Group first reported a position in MVB Financial in Q3 2018 and held it in 20 quarters.
CWA Asset Management Group's MVB Financial position peaked at $798K in Q4 2019.
11 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.