Marshall Wace
MVBF icon

Marshall Wace’s MVB Financial MVBF Stock Holding History

Marshall Wace’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 		– Sell
-18,510
Closed -$460K – 3532
2026
Q1 		$460K Sell
18,510
-33,230
-64% -$890K ﹤0.01% 2485
2025
Q4 		$1.34M Buy
+51,740
New +$1.37M ﹤0.01% 1786
2023
Q2 		– Sell
-12,664
Closed -$261K – 2796
2023
Q1 		$261K Buy
+12,664
New +$294K ﹤0.01% 2343
2021
Q2 		– Sell
-13,289
Closed -$449K – 2924
2021
Q1 		$449K Buy
+13,289
New +$372K ﹤0.01% 1985

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

Marshall Wace's MVBF Position: Q2 2026 in Review

Marshall Wace sold out of MVB Financial (MVBF) in Q2 2026, closing a stake of 18,510 shares — an estimated $460K sold.

Marshall Wace first reported a position in MVBF in Q1 2021 and held it in 4 quarters. The position peaked at $1.34M in Q4 2025. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Marshall Wace reported no remaining MVB Financial position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 18,510 MVB Financial shares in Q2 2026, an estimated $460K.
  • Marshall Wace first reported a position in MVB Financial in Q1 2021 and held it in 4 quarters.
  • Marshall Wace's MVB Financial position peaked at $1.34M in Q4 2025.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.