Essential Partners
MVBF icon

Essential Partners’s MVB Financial MVBF Stock Holding History

Essential Partners’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
Q3 		$1.86K Buy
64
+7
+12% +$210 ﹤0.01% 1948
2026
Q2 		$1.65K Sell
57
-46
-45% -$1.22K ﹤0.01% 2052
2026
Q1 		$2.56K Sell
103
-73
-41% -$1.96K ﹤0.01% 1904
2025
Q4 		$4.55K Buy
176
+3
+2% +$80 ﹤0.01% 1467
2025
Q3 		$4.34K Buy
173
+149
+621% +$3.54K ﹤0.01% 1478
2025
Q2 		$541 Buy
+24
New +$444 ﹤0.01% 1679

Other funds holding MVBF

McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners's MVBF Position: Q3 2026 in Review

Essential Partners increased its MVB Financial (MVBF) stake by 12% in Q3 2026, buying an estimated $210 and bringing the position to 64 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Essential Partners first reported a position in MVBF in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.55K in Q4 2025. 12 funds tracked by Wall St. Rank hold MVBF as of Q3 2026.

  • Essential Partners held 64 shares of MVB Financial worth $1.86K as of Q3 2026.
  • Essential Partners bought 7 MVB Financial shares in Q3 2026, an estimated $210.
  • MVB Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1948 holding.
  • Essential Partners first reported a position in MVB Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's MVB Financial position peaked at $4.55K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held MVB Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.