JCSD Capital’s MVB Financial MVBF Stock Holding History

JCSD Capital’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	–	Sell	-10,000	Closed	-$258K	–	37
2025 Q4	$258K	Buy	+10,000	New	+$265K	0.31%	24

Other funds holding MVBF

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JCSD Capital's MVBF Position: Q4 2022 in Review

JCSD Capital sold out of MVB Financial (MVBF) in Q4 2022, closing a stake of 4,800 shares — an estimated $134K sold.

JCSD Capital first reported a position in MVBF in Q4 2020 and held it in 8 quarters. The position peaked at $3.69M in Q1 2022. 71 funds tracked by Wall St. Rank hold MVBF as of Q4 2022.

JCSD Capital reported no remaining MVB Financial position as of Q4 2022 after selling out during the quarter.
JCSD Capital sold 4,800 MVB Financial shares in Q4 2022, an estimated $134K.
JCSD Capital first reported a position in MVB Financial in Q4 2020 and held it in 8 quarters.
JCSD Capital's MVB Financial position peaked at $3.69M in Q1 2022.
71 funds tracked by Wall St. Rank held MVB Financial as of Q4 2022.

Based on JCSD Capital's 13F filing for Q4 2022, filed 19 Jan 2023.