First National Trust’s MVB Financial MVBF Stock Holding History

First National Trust’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	$455K	Hold	15,683	–	–	0.02%	289
2026 Q1	$389K	Hold	15,683	–	–	0.01%	322
2025 Q4	$405K	Hold	15,683	–	–	0.01%	316
2025 Q3	$393K	Sell	15,683 -418	-3%	-$9.93K	0.01%	312
2025 Q2	$363K	Hold	16,101	–	–	0.01%	309
2025 Q1	$279K	Hold	16,101	–	–	0.01%	334
2024 Q4	$333K	Buy	16,101 +418	+3%	+$8.62K	0.01%	332
2024 Q3	$304K	Hold	15,683	–	–	0.01%	341
2024 Q2	$292K	Hold	15,683	–	–	0.01%	335
2024 Q1	$350K	Hold	15,683	–	–	0.01%	315
2023 Q4	$354K	Hold	15,683	–	–	0.02%	303
2023 Q3	$354K	Sell	15,683 -5,150	-25%	-$122K	0.02%	296
2023 Q2	$439K	Hold	20,833	–	–	0.02%	275
2023 Q1	$430K	Hold	20,833	–	–	0.02%	269
2022 Q4	$459K	Hold	20,833	–	–	0.02%	261
2022 Q3	$580K	Hold	20,833	–	–	0.03%	237
2022 Q2	$648K	Hold	20,833	–	–	0.04%	233
2022 Q1	$865K	Hold	20,833	–	–	0.04%	221
2021 Q4	$865K	Buy	+20,833	New	+$879K	0.05%	220

Other funds holding MVBF

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 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

First National Trust's MVBF Position: Q2 2026 in Review

First National Trust held its MVB Financial (MVBF) position steady in Q2 2026 at 15,683 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #289.

First National Trust first reported a position in MVBF in Q4 2021 and has held it in 19 quarters since. The position peaked at $865K in Q1 2022. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

First National Trust held 15,683 shares of MVB Financial worth $455K as of Q2 2026.
First National Trust left its MVB Financial share count unchanged in Q2 2026.
MVB Financial made up 0.02% of First National Trust's portfolio in Q2 2026, its #289 holding.
First National Trust first reported a position in MVB Financial in Q4 2021 and has held it in 19 quarters since.
First National Trust's MVB Financial position peaked at $865K in Q1 2022.
109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.