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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Kestra Advisory Services's MVBF Position: Q4 2024 in Review

Kestra Advisory Services sold out of MVB Financial (MVBF) in Q4 2024, closing a stake of 75,000 shares — an estimated $1.45M sold.

Kestra Advisory Services first reported a position in MVBF in Q2 2024 and held it in 2 quarters. The position peaked at $1.45M in Q3 2024. 88 funds tracked by Wall St. Rank hold MVBF as of Q4 2024.

  • Kestra Advisory Services reported no remaining MVB Financial position as of Q4 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 75,000 MVB Financial shares in Q4 2024, an estimated $1.45M.
  • Kestra Advisory Services first reported a position in MVB Financial in Q2 2024 and held it in 2 quarters.
  • Kestra Advisory Services's MVB Financial position peaked at $1.45M in Q3 2024.
  • 88 funds tracked by Wall St. Rank held MVB Financial as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.