HSBC Holdings
MVBF icon

HSBC Holdings’s MVB Financial MVBF Stock Holding History

HSBC Holdings’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
Q3 		– Sell
-19,358
Closed -$438K – 2990
2025
Q2 		$438K Sell
19,358
-4,899
-20% -$90.6K ﹤0.01% 2216
2025
Q1 		$420K Buy
24,257
+7,219
+42% +$136K ﹤0.01% 2166
2024
Q4 		$348K Buy
+17,038
New +$352K ﹤0.01% 2402

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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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

HSBC Holdings's MVBF Position: Q3 2025 in Review

HSBC Holdings sold out of MVB Financial (MVBF) in Q3 2025, closing a stake of 19,358 shares — an estimated $438K sold.

HSBC Holdings first reported a position in MVBF in Q4 2024 and held it in 3 quarters. The position peaked at $438K in Q2 2025. 97 funds tracked by Wall St. Rank hold MVBF as of Q3 2025.

  • HSBC Holdings reported no remaining MVB Financial position as of Q3 2025 after selling out during the quarter.
  • HSBC Holdings sold 19,358 MVB Financial shares in Q3 2025, an estimated $438K.
  • HSBC Holdings first reported a position in MVB Financial in Q4 2024 and held it in 3 quarters.
  • HSBC Holdings's MVB Financial position peaked at $438K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held MVB Financial as of Q3 2025.

Based on HSBC Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.