IWC
MVBF icon

Integrated Wealth Concepts’s MVB Financial MVBF Stock Holding History

Integrated Wealth Concepts’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 		$3.74K Buy
+129
New +$3.43K ﹤0.01% 5108

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

Integrated Wealth Concepts's MVBF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in MVB Financial (MVBF) in Q2 2026: 129 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #5108 among its holdings.

109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Integrated Wealth Concepts held 129 shares of MVB Financial worth $3.74K as of Q2 2026.
  • MVB Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • MVB Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5108 holding.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.