J.W. Cole Advisors’s MVB Financial MVBF Stock Holding History

J.W. Cole 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	$603K	Buy	+20,770	New	+$552K	0.01%	946
2026 Q1	–	Sell	-20,770	Closed	-$536K	–	1215
2025 Q4	$536K	Sell	20,770 -9,269	-31%	-$246K	0.01%	873
2025 Q3	$753K	Sell	30,039 -870	-3%	-$20.7K	0.01%	824
2025 Q2	$696K	Hold	30,909	–	–	0.01%	804
2025 Q1	$535K	Buy	+30,909	New	+$582K	0.02%	748

Other funds holding MVBF

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SCA

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

HFS

Hoge Financial Services Canonsburg, Pennsylvania $209M AUM 20.06% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

J.W. Cole Advisors's MVBF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in MVB Financial (MVBF) in Q2 2026: 20,770 shares worth $603K. The stake represents 0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MVBF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MVBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $753K in Q3 2025. 21 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

J.W. Cole Advisors held 20,770 shares of MVB Financial worth $603K as of Q2 2026.
MVB Financial was a new J.W. Cole Advisors position in Q2 2026.
MVB Financial made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #946 holding.
J.W. Cole Advisors first reported a position in MVB Financial in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's MVB Financial position peaked at $753K in Q3 2025.
21 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.