Invesco
MVBF icon

Invesco’s MVB Financial MVBF Stock Holding History

Invesco’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
Q1 		$256K Sell
10,298
-1,159
-10% -$31.1K ﹤0.01% 3401
2025
Q4 		$296K Sell
11,457
-1,326
-10% -$35.2K ﹤0.01% 3387
2025
Q3 		$320K Sell
12,783
-903
-7% -$21.4K ﹤0.01% 3392
2025
Q2 		$308K Sell
13,686
-1,743
-11% -$32.2K ﹤0.01% 3350
2025
Q1 		$267K Sell
15,429
-1,996
-11% -$37.6K ﹤0.01% 3398
2024
Q4 		$361K Buy
17,425
+351
+2% +$7.24K ﹤0.01% 3360
2024
Q3 		$331K Sell
17,074
-27,088
-61% -$562K ﹤0.01% 3386
2024
Q2 		$823K Buy
44,162
+7,601
+21% +$145K ﹤0.01% 3033
2024
Q1 		$816K Buy
+36,561
New +$793K ﹤0.01% 3088
2023
Q1 		– Sell
-18,660
Closed -$411K – 3950
2022
Q4 		$411K Buy
18,660
+6,154
+49% +$150K ﹤0.01% 3370
2022
Q3 		$348K Sell
12,506
-59,747
-83% -$1.92M ﹤0.01% 3447
2022
Q2 		$2.25M Buy
72,253
+60,378
+508% +$2.28M ﹤0.01% 2656
2022
Q1 		$493K Sell
11,875
-41,064
-78% -$1.65M ﹤0.01% 3391
2021
Q4 		$2.2M Sell
52,939
-12,023
-19% -$507K ﹤0.01% 2760
2021
Q3 		$2.78M Buy
64,962
+5,693
+10% +$232K ﹤0.01% 2663
2021
Q2 		$2.53M Buy
59,269
+48,130
+432% +$1.96M ﹤0.01% 2753
2021
Q1 		$376K Buy
+11,139
New +$312K ﹤0.01% 3454
2020
Q3 		– Sell
-11,500
Closed -$153K – 3674
2020
Q2 		$153K Buy
+11,500
New +$154K ﹤0.01% 3534

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Invesco's MVBF Position: Q1 2026 in Review

Invesco reduced its MVB Financial (MVBF) stake by 10% in Q1 2026, selling an estimated $31.1K and leaving 10,298 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3401.

Invesco first reported a position in MVBF in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.78M in Q3 2021. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Invesco held 10,298 shares of MVB Financial worth $256K as of Q1 2026.
  • Invesco sold 1,159 MVB Financial shares in Q1 2026, an estimated $31.1K.
  • MVB Financial made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3401 holding.
  • Invesco first reported a position in MVB Financial in Q2 2020 and has held it in 18 quarters since.
  • Invesco's MVB Financial position peaked at $2.78M in Q3 2021.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.