CAMG
MVBF icon

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

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

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. 109 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.
  • 109 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.