KAS
MVBF icon

Kestra Advisory Services’s MVB Financial MVBF Stock Holding History

Kestra Advisory Services’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 		$2.18M Buy
+75,000
New +$1.99M 0.01% 1289
2024
Q4 		– Sell
-75,000
Closed -$1.45M – 2763
2024
Q3 		$1.45M Hold
75,000
– – 0.01% 1125
2024
Q2 		$1.4M Buy
+75,000
New +$1.43M 0.01% 1140

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

Kestra Advisory Services's MVBF Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in MVB Financial (MVBF) in Q2 2026: 75,000 shares worth $2.18M. The stake represents 0.01% of the portfolio and ranks #1289 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in MVBF as recently as Q3 2024.

Kestra Advisory Services first reported a position in MVBF in Q2 2024 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Kestra Advisory Services held 75,000 shares of MVB Financial worth $2.18M as of Q2 2026.
  • MVB Financial was a new Kestra Advisory Services position in Q2 2026.
  • MVB Financial made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1289 holding.
  • Kestra Advisory Services first reported a position in MVB Financial in Q2 2024 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.