KCM
MVBF icon

Kennedy Capital Management’s MVB Financial MVBF Stock Holding History

Kennedy Capital 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
2026
Q1 		$3.09M Buy
124,365
+3,641
+3% +$97.5K 0.07% 368
2025
Q4 		$3.12M Buy
+120,724
New +$3.2M 0.07% 373
2025
Q1 		– Sell
-37,154
Closed -$769K – 680
2024
Q4 		$769K Buy
+37,154
New +$767K 0.02% 614
2023
Q2 		– Sell
-24,488
Closed -$505K – 688
2023
Q1 		$505K Buy
24,488
+7,591
+45% +$176K 0.01% 555
2022
Q4 		$372K Buy
16,897
+3,092
+22% +$75.5K 0.01% 573
2022
Q3 		$384K Buy
+13,805
New +$444K 0.01% 566
2021
Q1 		– Sell
-18,359
Closed -$416K – 692
2020
Q4 		$416K Sell
18,359
-19,624
-52% -$372K 0.01% 599
2020
Q3 		$607K Buy
37,983
+172
+0.5% +$2.43K 0.02% 581
2020
Q2 		$503K Buy
37,811
+365
+1% +$4.9K 0.01% 606
2020
Q1 		$477K Buy
37,446
+8,729
+30% +$161K 0.02% 618
2019
Q4 		$716K Hold
28,717
– – 0.02% 639
2019
Q3 		$570K Sell
28,717
-5,642
-16% -$102K 0.01% 627
2019
Q2 		$583K Buy
+34,359
New +$561K 0.01% 642

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
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Kennedy Capital Management's MVBF Position: Q1 2026 in Review

Kennedy Capital Management increased its MVB Financial (MVBF) stake by 3% in Q1 2026, buying an estimated $97.5K and bringing the position to 124,365 shares worth $3.09M. The position accounts for 0.07% of the portfolio, ranked #368.

Kennedy Capital Management first reported a position in MVBF in Q2 2019 and has held it in 13 quarters since. The position peaked at $3.12M in Q4 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Kennedy Capital Management held 124,365 shares of MVB Financial worth $3.09M as of Q1 2026.
  • Kennedy Capital Management bought 3,641 MVB Financial shares in Q1 2026, an estimated $97.5K.
  • MVB Financial made up 0.07% of Kennedy Capital Management's portfolio in Q1 2026, its #368 holding.
  • Kennedy Capital Management first reported a position in MVB Financial in Q2 2019 and has held it in 13 quarters since.
  • Kennedy Capital Management's MVB Financial position peaked at $3.12M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.