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
Q2 		$1.18M Buy
40,816
+2,971
+8% +$79K 0.01% 1406
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 $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

Empowered Funds's MVBF Position: Q2 2026 in Review

Empowered Funds increased its MVB Financial (MVBF) stake by 7.9% in Q2 2026, buying an estimated $79K and bringing the position to 40,816 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1406.

Empowered Funds first reported a position in MVBF in Q1 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Empowered Funds held 40,816 shares of MVB Financial worth $1.18M as of Q2 2026.
  • Empowered Funds bought 2,971 MVB Financial shares in Q2 2026, an estimated $79K.
  • MVB Financial made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1406 holding.
  • Empowered Funds first reported a position in MVB Financial in Q1 2024 and has held it in 9 quarters since.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.