HFS
MVBF icon

Hoge Financial Services’s MVB Financial MVBF Stock Holding History

Hoge Financial Services’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
Q1 		$587K Sell
23,622
-9,659
-29% -$259K 0.31% 35
2025
Q4 		$860K Buy
33,281
+165
+0.5% +$4.38K 0.46% 25
2025
Q3 		$830K Sell
33,116
-2,339
-7% -$55.6K 0.48% 26
2025
Q2 		$799K Buy
35,455
+242
+0.7% +$4.47K 0.5% 24
2025
Q1 		$610K Buy
35,213
+284
+0.8% +$5.34K 0.43% 28
2024
Q4 		$723K Buy
34,929
+269
+0.8% +$5.55K 0.53% 23
2024
Q3 		$671K Sell
34,660
-678
-2% -$14.1K 0.51% 22
2024
Q2 		$659K Buy
35,338
+322
+0.9% +$6.14K 0.54% 23
2024
Q1 		$781K Buy
35,016
+280
+0.8% +$6.07K 0.64% 20
2023
Q4 		$784K Buy
+34,736
New +$735K 0.79% 16

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Hoge Financial Services's MVBF Position: Q1 2026 in Review

Hoge Financial Services reduced its MVB Financial (MVBF) stake by 29% in Q1 2026, selling an estimated $259K and leaving 23,622 shares worth $587K. The position accounts for 0.31% of the portfolio, ranked #35.

Hoge Financial Services first reported a position in MVBF in Q4 2023 and has held it in 10 quarters since. The position peaked at $860K in Q4 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Hoge Financial Services held 23,622 shares of MVB Financial worth $587K as of Q1 2026.
  • Hoge Financial Services sold 9,659 MVB Financial shares in Q1 2026, an estimated $259K.
  • MVB Financial made up 0.31% of Hoge Financial Services's portfolio in Q1 2026, its #35 holding.
  • Hoge Financial Services first reported a position in MVB Financial in Q4 2023 and has held it in 10 quarters since.
  • Hoge Financial Services's MVB Financial position peaked at $860K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.