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
Q2 		$689K Buy
23,764
+142
+0.6% +$3.77K 0.33% 33
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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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
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

Hoge Financial Services's MVBF Position: Q2 2026 in Review

Hoge Financial Services increased its MVB Financial (MVBF) stake by 0.6% in Q2 2026, buying an estimated $3.77K and bringing the position to 23,764 shares worth $689K. The position accounts for 0.33% of the portfolio, ranked #33.

Hoge Financial Services first reported a position in MVBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $860K in Q4 2025. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Hoge Financial Services held 23,764 shares of MVB Financial worth $689K as of Q2 2026.
  • Hoge Financial Services bought 142 MVB Financial shares in Q2 2026, an estimated $3.77K.
  • MVB Financial made up 0.33% of Hoge Financial Services's portfolio in Q2 2026, its #33 holding.
  • Hoge Financial Services first reported a position in MVB Financial in Q4 2023 and has held it in 11 quarters since.
  • Hoge Financial Services's MVB Financial position peaked at $860K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.