First Trust Advisors’s MVB Financial MVBF Stock Holding History

First Trust 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 Q3	$1.62M	Buy	+55,786	New	+$1.68M	﹤0.01%	2104
2024 Q3	–	Sell	-33,309	Closed	-$621K	–	2441
2024 Q2	$621K	Buy	33,309 +103	+0.3%	+$1.96K	﹤0.01%	2085
2024 Q1	$741K	Buy	33,206 +1,004	+3%	+$21.8K	﹤0.01%	2056
2023 Q4	$726K	Sell	32,202 -3,544	-10%	-$75K	﹤0.01%	2051
2023 Q3	$807K	Buy	+35,746	New	+$845K	﹤0.01%	2023
2023 Q1	–	Sell	-10,290	Closed	-$227K	–	2433
2022 Q4	$227K	Buy	+10,290	New	+$251K	﹤0.01%	2356
2022 Q3	–	Sell	-21,103	Closed	-$657K	–	2559
2022 Q2	$657K	Sell	21,103 -1,338	-6%	-$50.5K	﹤0.01%	2124
2022 Q1	$931K	Sell	22,441 -333	-1%	-$13.4K	﹤0.01%	2067
2021 Q4	$946K	Buy	22,774 +2,888	+15%	+$122K	﹤0.01%	2084
2021 Q3	$852K	Buy	19,886 +13,859	+230%	+$565K	﹤0.01%	2096
2021 Q2	$257K	Buy	+6,027	New	+$246K	﹤0.01%	2392

Other funds holding MVBF

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

First Trust Advisors's MVBF Position: Q3 2026 in Review

First Trust Advisors opened a new position in MVB Financial (MVBF) in Q3 2026: 55,786 shares worth $1.62M. The stake represents ﹤0.01% of the portfolio and ranks #2104 among its holdings. This is a return to the name: First Trust Advisors previously reported a position in MVBF as recently as Q2 2024.

First Trust Advisors first reported a position in MVBF in Q2 2021 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold MVBF as of Q3 2026.

First Trust Advisors held 55,786 shares of MVB Financial worth $1.62M as of Q3 2026.
MVB Financial was a new First Trust Advisors position in Q3 2026.
MVB Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q3 2026, its #2104 holding.
First Trust Advisors first reported a position in MVB Financial in Q2 2021 and has held it in 11 quarters since.
86 funds tracked by Wall St. Rank held MVB Financial as of Q3 2026.

Based on First Trust Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.