MAM
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Martingale Asset Management’s MVB Financial MVBF Stock Holding History

Martingale Asset 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
2025
Q1 		– Sell
-19,745
Closed -$409K – 811
2024
Q4 		$409K Buy
19,745
+298
+2% +$6.15K 0.01% 638
2024
Q3 		$376K Buy
+19,447
New +$403K 0.01% 680
2022
Q2 		– Sell
-6,454
Closed -$269K – 868
2022
Q1 		$269K Sell
6,454
-1,350
-17% -$54.2K ﹤0.01% 746
2021
Q4 		$325K Hold
7,804
– – ﹤0.01% 726
2021
Q3 		$335K Buy
+7,804
New +$318K ﹤0.01% 735

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 $16.1B AUM 35.02% 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

Martingale Asset Management's MVBF Position: Q1 2025 in Review

Martingale Asset Management sold out of MVB Financial (MVBF) in Q1 2025, closing a stake of 19,745 shares — an estimated $409K sold.

Martingale Asset Management first reported a position in MVBF in Q3 2021 and held it in 5 quarters. The position peaked at $409K in Q4 2024. 88 funds tracked by Wall St. Rank hold MVBF as of Q1 2025.

  • Martingale Asset Management reported no remaining MVB Financial position as of Q1 2025 after selling out during the quarter.
  • Martingale Asset Management sold 19,745 MVB Financial shares in Q1 2025, an estimated $409K.
  • Martingale Asset Management first reported a position in MVB Financial in Q3 2021 and held it in 5 quarters.
  • Martingale Asset Management's MVB Financial position peaked at $409K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held MVB Financial as of Q1 2025.

Based on Martingale Asset Management's 13F filing for Q1 2025, filed 14 May 2025.