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MVBF icon

Fourthstone LLC’s MVB Financial MVBF Stock Holding History

Fourthstone LLC’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
-272,282
Closed -$6.82M – 76
2025
Q3 		$6.82M Buy
272,282
+12,926
+5% +$307K 1.22% 29
2025
Q2 		$5.84M Buy
259,356
+190,223
+275% +$3.52M 1.15% 30
2025
Q1 		$1.2M Buy
69,133
+52,580
+318% +$989K 0.3% 48
2024
Q4 		$343K Buy
+16,553
New +$342K 0.07% 66
2020
Q3 		– Sell
-31,758
Closed -$422K – 53
2020
Q2 		$422K Buy
+31,758
New +$426K 0.35% 33

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BlackRock
BlackRock New York $5.7T 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 $431B 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