Jones Financial Companies
MVBF icon

Jones Financial Companies’s MVB Financial MVBF Stock Holding History

Jones Financial Companies’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 		$4.35K Hold
150
– – ﹤0.01% 4156
2026
Q1 		$3.71K Hold
150
– – ﹤0.01% 3952
2025
Q4 		$3.88K Hold
150
– – ﹤0.01% 3604
2025
Q3 		$3.74K Hold
150
– – ﹤0.01% 3469
2025
Q2 		$3.35K Buy
+150
New +$2.77K ﹤0.01% 3279

Other funds holding MVBF

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BlackRock
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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

Jones Financial Companies's MVBF Position: Q2 2026 in Review

Jones Financial Companies held its MVB Financial (MVBF) position steady in Q2 2026 at 150 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4156.

Jones Financial Companies first reported a position in MVBF in Q2 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Jones Financial Companies held 150 shares of MVB Financial worth $4.35K as of Q2 2026.
  • Jones Financial Companies left its MVB Financial share count unchanged in Q2 2026.
  • MVB Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4156 holding.
  • Jones Financial Companies first reported a position in MVB Financial in Q2 2025 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.