IFP Advisors’s MVB Financial MVBF Stock Holding History

IFP Advisors’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	$1.83K	Buy	63 +21	+50%	+$558	﹤0.01%	4269
2026 Q1	$1.04K	Hold	42	–	–	﹤0.01%	4201
2025 Q4	$1.08K	Hold	42	–	–	﹤0.01%	4051
2025 Q3	$1.05K	Buy	42 +14	+50%	+$333	﹤0.01%	3947
2025 Q2	$1.13K	Buy	28 +27	+2,700%	+$499	﹤0.01%	4180
2025 Q1	$17	Hold	1	–	–	﹤0.01%	4187
2024 Q4	$21	Buy	+1	New	+$21	﹤0.01%	4446

Other funds holding MVBF

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's MVBF Position: Q2 2026 in Review

IFP Advisors increased its MVB Financial (MVBF) stake by 50% in Q2 2026, buying an estimated $558 and bringing the position to 63 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4269.

IFP Advisors first reported a position in MVBF in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

IFP Advisors held 63 shares of MVB Financial worth $1.83K as of Q2 2026.
IFP Advisors bought 21 MVB Financial shares in Q2 2026, an estimated $558.
MVB Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4269 holding.
IFP Advisors first reported a position in MVB Financial in Q4 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.