JY
MVBF icon

Jeff Yass’s MVB Financial MVBF Stock Holding History

Jeff Yass’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
Q3 		– Sell
-18,043
Closed -$407K – 13366
2025
Q2 		$407K Sell
18,043
-88
-0.5% -$1.63K ﹤0.01% 9635
2025
Q1 		$314K Buy
+18,131
New +$341K ﹤0.01% 9974
2018
Q2 		– Sell
-18,047
Closed -$356K – 10104
2018
Q1 		$356K Buy
+18,047
New +$354K ﹤0.01% 7334

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

Jeff Yass's MVBF Position: Q3 2025 in Review

Jeff Yass sold out of MVB Financial (MVBF) in Q3 2025, closing a stake of 18,043 shares — an estimated $407K sold.

Jeff Yass first reported a position in MVBF in Q1 2018 and held it in 3 quarters. The position peaked at $407K in Q2 2025. 97 funds tracked by Wall St. Rank hold MVBF as of Q3 2025.

  • Jeff Yass reported no remaining MVB Financial position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 18,043 MVB Financial shares in Q3 2025, an estimated $407K.
  • Jeff Yass first reported a position in MVB Financial in Q1 2018 and held it in 3 quarters.
  • Jeff Yass's MVB Financial position peaked at $407K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held MVB Financial as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.