MCM
MVBF icon

MAI Capital Management’s MVB Financial MVBF Stock Holding History

MAI 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 		$249 Hold
10
– – ﹤0.01% 4573
2025
Q4 		$259 Buy
+10
New +$265 ﹤0.01% 3988

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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

MAI Capital Management held its MVB Financial (MVBF) position steady in Q1 2026 at 10 shares worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #4573.

MAI Capital Management first reported a position in MVBF in Q4 2025 and has held it in 2 quarters since. The position peaked at $259 in Q4 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • MAI Capital Management held 10 shares of MVB Financial worth $249 as of Q1 2026.
  • MAI Capital Management left its MVB Financial share count unchanged in Q1 2026.
  • MVB Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4573 holding.
  • MAI Capital Management first reported a position in MVB Financial in Q4 2025 and has held it in 2 quarters since.
  • MAI Capital Management's MVB Financial position peaked at $259 in Q4 2025.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.