IFP Advisors
MVBF icon

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
Q3 		$2.09K Buy
72
+9
+14% +$270 ﹤0.01% 4214
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

McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's MVBF Position: Q3 2026 in Review

IFP Advisors increased its MVB Financial (MVBF) stake by 14% in Q3 2026, buying an estimated $270 and bringing the position to 72 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #4214.

IFP Advisors first reported a position in MVBF in Q4 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold MVBF as of Q3 2026.

  • IFP Advisors held 72 shares of MVB Financial worth $2.09K as of Q3 2026.
  • IFP Advisors bought 9 MVB Financial shares in Q3 2026, an estimated $270.
  • MVB Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4214 holding.
  • IFP Advisors first reported a position in MVB Financial in Q4 2024 and has held it in 8 quarters since.
  • 14 funds tracked by Wall St. Rank held MVB Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.