EP
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
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 		$4.33K Buy
173
+149
+621% +$3.54K ﹤0.01% 1478
2025
Q2 		$541 Buy
+24
New +$444 ﹤0.01% 1679

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

Essential Partners's MVBF Position: Q2 2026 in Review

Essential Partners reduced its MVB Financial (MVBF) stake by 45% in Q2 2026, selling an estimated $1.22K and leaving 57 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Essential Partners first reported a position in MVBF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.55K in Q4 2025. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Essential Partners held 57 shares of MVB Financial worth $1.65K as of Q2 2026.
  • Essential Partners sold 46 MVB Financial shares in Q2 2026, an estimated $1.22K.
  • MVB Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2052 holding.
  • Essential Partners first reported a position in MVB Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's MVB Financial position peaked at $4.55K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.