FFO
MVBF icon

Fortitude Family Office’s MVB Financial MVBF Stock Holding History

Fortitude Family Office’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
2025
Q4 		– Sell
-49
Closed -$1.23K – 2048
2025
Q3 		$1.23K Hold
49
– – ﹤0.01% 1469
2025
Q2 		$1.1K Sell
49
-10
-17% -$185 ﹤0.01% 1467
2025
Q1 		$1.02K Hold
59
– – ﹤0.01% 1011
2024
Q4 		$1.22K Hold
59
– – ﹤0.01% 1109
2024
Q3 		$1.14K Hold
59
– – ﹤0.01% 1085
2024
Q2 		$1.1K Hold
59
– – ﹤0.01% 877
2024
Q1 		$1.32K Hold
59
– – ﹤0.01% 885
2023
Q4 		$1.33K Buy
+59
New +$1.25K ﹤0.01% 917

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Fortitude Family Office's MVBF Position: Q4 2025 in Review

Fortitude Family Office sold out of MVB Financial (MVBF) in Q4 2025, closing a stake of 49 shares — an estimated $1.23K sold.

Fortitude Family Office first reported a position in MVBF in Q4 2023 and held it in 8 quarters. The position peaked at $1.33K in Q4 2023. 104 funds tracked by Wall St. Rank hold MVBF as of Q4 2025.

  • Fortitude Family Office reported no remaining MVB Financial position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 49 MVB Financial shares in Q4 2025, an estimated $1.23K.
  • Fortitude Family Office first reported a position in MVB Financial in Q4 2023 and held it in 8 quarters.
  • Fortitude Family Office's MVB Financial position peaked at $1.33K in Q4 2023.
  • 104 funds tracked by Wall St. Rank held MVB Financial as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.