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MVBF icon

John Overdeck’s MVB Financial MVBF Stock Holding History

John Overdeck’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 		$1.62M Sell
55,840
-5,141
-8% -$137K ﹤0.01% 3190
2026
Q1 		$1.51M Sell
60,981
-14,638
-19% -$392K ﹤0.01% 2971
2025
Q4 		$1.95M Buy
75,619
+62,589
+480% +$1.66M ﹤0.01% 2454
2025
Q3 		$327K Buy
+13,030
New +$310K ﹤0.01% 3182
2025
Q2 		– Sell
-12,047
Closed -$209K – 3408
2025
Q1 		$209K Sell
12,047
-10,362
-46% -$195K ﹤0.01% 2838
2024
Q4 		$464K Buy
22,409
+7,211
+47% +$149K ﹤0.01% 2572
2024
Q3 		$294K Buy
+15,198
New +$315K ﹤0.01% 2674
2024
Q1 		– Sell
-14,474
Closed -$327K – 3250
2023
Q4 		$327K Buy
+14,474
New +$306K ﹤0.01% 2660
2023
Q2 		– Sell
-18,409
Closed -$380K – 3179
2023
Q1 		$380K Buy
18,409
+843
+5% +$19.6K ﹤0.01% 2318
2022
Q4 		$387K Sell
17,566
-5,958
-25% -$145K ﹤0.01% 2132
2022
Q3 		$655K Buy
23,524
+14,842
+171% +$477K ﹤0.01% 1650
2022
Q2 		$270K Buy
+8,682
New +$327K ﹤0.01% 2066

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

John Overdeck's MVBF Position: Q2 2026 in Review

John Overdeck reduced its MVB Financial (MVBF) stake by 8.4% in Q2 2026, selling an estimated $137K and leaving 55,840 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3190.

John Overdeck first reported a position in MVBF in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.95M in Q4 2025. 108 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • John Overdeck held 55,840 shares of MVB Financial worth $1.62M as of Q2 2026.
  • John Overdeck sold 5,141 MVB Financial shares in Q2 2026, an estimated $137K.
  • MVB Financial made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3190 holding.
  • John Overdeck first reported a position in MVB Financial in Q2 2022 and has held it in 12 quarters since.
  • John Overdeck's MVB Financial position peaked at $1.95M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.