EverSource Wealth Advisors’s MVB Financial MVBF Stock Holding History

EverSource Wealth Advisors’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	$1.8K	Sell	62 -266	-81%	-$7.07K	﹤0.01%	3765
2026 Q1	$8.14K	Buy	328 +128	+64%	+$3.43K	﹤0.01%	3024
2025 Q4	$5.17K	Buy	200 +138	+223%	+$3.66K	﹤0.01%	3107
2025 Q3	$1.55K	Buy	62 +17	+38%	+$404	﹤0.01%	3599
2025 Q2	$1.01K	Sell	45 -41	-48%	-$758	﹤0.01%	3737
2025 Q1	$1.49K	Buy	86 +1	+1%	+$19	﹤0.01%	3070
2024 Q4	$1.76K	Hold	85	–	–	﹤0.01%	2763
2024 Q3	$1.65K	Hold	85	–	–	﹤0.01%	2600
2024 Q2	$1.95K	Hold	85	–	–	﹤0.01%	2555
2024 Q1	$1.53K	Hold	85	–	–	﹤0.01%	2459
2023 Q4	$1.92K	Hold	85	–	–	﹤0.01%	2181
2023 Q3	$1.92K	Hold	85	–	–	﹤0.01%	2015
2023 Q2	$1.79K	Sell	85 -65	-43%	-$1.22K	﹤0.01%	2058
2023 Q1	$3.1K	Hold	150	–	–	﹤0.01%	1807
2022 Q4	$3.3K	Buy	+150	New	+$3.66K	﹤0.01%	1746

Other funds holding MVBF

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

HFS

Hoge Financial Services Canonsburg, Pennsylvania $209M AUM 20.06% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EverSource Wealth Advisors's MVBF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its MVB Financial (MVBF) stake by 81% in Q2 2026, selling an estimated $7.07K and leaving 62 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

EverSource Wealth Advisors first reported a position in MVBF in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.14K in Q1 2026. 27 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

EverSource Wealth Advisors held 62 shares of MVB Financial worth $1.8K as of Q2 2026.
EverSource Wealth Advisors sold 266 MVB Financial shares in Q2 2026, an estimated $7.07K.
MVB Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3765 holding.
EverSource Wealth Advisors first reported a position in MVB Financial in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's MVB Financial position peaked at $8.14K in Q1 2026.
27 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.