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
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 $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

Marshall Wace's MVBF Position: Q1 2026 in Review

Marshall Wace reduced its MVB Financial (MVBF) stake by 64% in Q1 2026, selling an estimated $890K and leaving 18,510 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Marshall Wace first reported a position in MVBF in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Marshall Wace held 18,510 shares of MVB Financial worth $460K as of Q1 2026.
  • Marshall Wace sold 33,230 MVB Financial shares in Q1 2026, an estimated $890K.
  • MVB Financial made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2485 holding.
  • Marshall Wace first reported a position in MVB Financial in Q1 2021 and has held it in 4 quarters since.
  • Marshall Wace's MVB Financial position peaked at $1.34M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.