EF
MVBF icon

Empowered Funds’s MVB Financial MVBF Stock Holding History

Empowered Funds’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 		$940K Buy
+37,845
New +$1.01M 0.01% 1425
2025
Q4 		– Sell
-28,234
Closed -$708K – 1585
2025
Q3 		$708K Buy
28,234
+12,868
+84% +$306K 0.01% 1280
2025
Q2 		$346K Buy
15,366
+1,222
+9% +$22.6K ﹤0.01% 1451
2025
Q1 		$245K Buy
14,144
+1,165
+9% +$21.9K ﹤0.01% 1466
2024
Q4 		$269K Buy
12,979
+625
+5% +$12.9K ﹤0.01% 1408
2024
Q3 		$239K Buy
12,354
+536
+5% +$11.1K ﹤0.01% 1291
2024
Q2 		$220K Buy
11,818
+720
+6% +$13.7K ﹤0.01% 1276
2024
Q1 		$248K Buy
+11,098
New +$241K ﹤0.01% 1262

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

Empowered Funds's MVBF Position: Q1 2026 in Review

Empowered Funds opened a new position in MVB Financial (MVBF) in Q1 2026: 37,845 shares worth $940K. The stake represents 0.01% of the portfolio and ranks #1425 among its holdings. This is a return to the name: Empowered Funds previously reported a position in MVBF as recently as Q3 2025.

Empowered Funds first reported a position in MVBF in Q1 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Empowered Funds held 37,845 shares of MVB Financial worth $940K as of Q1 2026.
  • MVB Financial was a new Empowered Funds position in Q1 2026.
  • MVB Financial made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1425 holding.
  • Empowered Funds first reported a position in MVB Financial in Q1 2024 and has held it in 8 quarters since.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.