Emerald Mutual Fund Advisers Trust’s MVB Financial MVBF Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$678K	Hold	27,293	–	–	0.03%	155
2025 Q4	$705K	Buy	+27,293	New	+$724K	0.03%	146
2024 Q1	–	Sell	-22,300	Closed	-$503K	–	250
2023 Q4	$503K	Hold	22,300	–	–	0.03%	178
2023 Q3	$504K	Hold	22,300	–	–	0.03%	178
2023 Q2	$470K	Hold	22,300	–	–	0.03%	179
2023 Q1	$460K	Hold	22,300	–	–	0.03%	196
2022 Q4	$491K	Hold	22,300	–	–	0.03%	158
2022 Q3	$621K	Hold	22,300	–	–	0.04%	157
2022 Q2	$694K	Hold	22,300	–	–	0.04%	153
2022 Q1	$925K	Hold	22,300	–	–	0.04%	155
2021 Q4	$926K	Buy	+22,300	New	+$941K	0.03%	171
2020 Q4	–	Sell	-25,267	Closed	-$404K	–	293
2020 Q3	$404K	Hold	25,267	–	–	0.02%	206
2020 Q2	$336K	Hold	25,267	–	–	0.02%	214
2020 Q1	$322K	Buy	+25,267	New	+$467K	0.02%	198

Other funds holding MVBF

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Emerald Mutual Fund Advisers Trust's MVBF Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust held its MVB Financial (MVBF) position steady in Q1 2026 at 27,293 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #155.

Emerald Mutual Fund Advisers Trust first reported a position in MVBF in Q1 2020 and has held it in 14 quarters since. The position peaked at $926K in Q4 2021. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

Emerald Mutual Fund Advisers Trust held 27,293 shares of MVB Financial worth $678K as of Q1 2026.
Emerald Mutual Fund Advisers Trust left its MVB Financial share count unchanged in Q1 2026.
MVB Financial made up 0.03% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #155 holding.
Emerald Mutual Fund Advisers Trust first reported a position in MVB Financial in Q1 2020 and has held it in 14 quarters since.
Emerald Mutual Fund Advisers Trust's MVB Financial position peaked at $926K in Q4 2021.
110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.