Jacobs Levy Equity Management
MVBF icon

Jacobs Levy Equity Management’s MVB Financial MVBF Stock Holding History

Jacobs Levy Equity Management’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
2025
Q4 		– Sell
-8,076
Closed -$202K – 1018
2025
Q3 		$202K Buy
+8,076
New +$192K ﹤0.01% 919
2021
Q4 		– Sell
-8,830
Closed -$378K – 1042
2021
Q3 		$378K Buy
+8,830
New +$360K ﹤0.01% 900

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Jacobs Levy Equity Management's MVBF Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of MVB Financial (MVBF) in Q4 2025, closing a stake of 8,076 shares — an estimated $202K sold.

Jacobs Levy Equity Management first reported a position in MVBF in Q3 2021 and held it in 2 quarters. The position peaked at $378K in Q3 2021. 104 funds tracked by Wall St. Rank hold MVBF as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining MVB Financial position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 8,076 MVB Financial shares in Q4 2025, an estimated $202K.
  • Jacobs Levy Equity Management first reported a position in MVB Financial in Q3 2021 and held it in 2 quarters.
  • Jacobs Levy Equity Management's MVB Financial position peaked at $378K in Q3 2021.
  • 104 funds tracked by Wall St. Rank held MVB Financial as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.