McKinley Carter Wealth Services’s MVB Financial MVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $751K | Hold |
25,877
| – | – | 0.04% | 199 |
|
|
2026
Q1 | $643K | Sell |
25,877
-4,002
| -13% | -$107K | 0.04% | 198 |
|
|
2025
Q4 | $772K | Buy |
29,879
+2
| +0% | +$53 | 0.04% | 187 |
|
|
2025
Q3 | $749K | Buy |
29,877
+1
| +0% | +$24 | 0.04% | 187 |
|
|
2025
Q2 | $673K | Hold |
29,876
| – | – | 0.04% | 186 |
|
|
2025
Q1 | $517K | Buy |
29,876
+4,000
| +15% | +$75.3K | 0.03% | 205 |
|
|
2024
Q4 | $536K | Hold |
25,876
| – | – | 0.03% | 195 |
|
|
2024
Q3 | $501K | Hold |
25,876
| – | – | 0.03% | 209 |
|
|
2024
Q2 | $482K | Hold |
25,876
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $577K | Hold |
25,876
| – | – | 0.04% | 199 |
|
|
2023
Q4 | $584K | Hold |
25,876
| – | – | 0.04% | 187 |
|
|
2023
Q3 | $584K | Hold |
25,876
| – | – | 0.05% | 185 |
|
|
2023
Q2 | $545K | Hold |
25,876
| – | – | 0.04% | 198 |
|
|
2023
Q1 | $534K | Hold |
25,876
| – | – | 0.04% | 197 |
|
|
2022
Q4 | $570K | Hold |
25,876
| – | – | 0.05% | 189 |
|
|
2022
Q3 | $720K | Hold |
25,876
| – | – | 0.07% | 152 |
|
|
2022
Q2 | $805K | Hold |
25,876
| – | – | 0.07% | 149 |
|
|
2022
Q1 | $1.07M | Sell |
25,876
-29,947
| -54% | -$1.2M | 0.08% | 142 |
|
|
2021
Q4 | $2.32M | Buy |
55,823
+110
| +0.2% | +$4.64K | 0.17% | 97 |
|
|
2021
Q3 | $2.39M | Buy |
55,713
+29,837
| +115% | +$1.22M | 0.2% | 94 |
|
|
2021
Q2 | $1.1M | Hold |
25,876
| – | – | 0.09% | 139 |
|
|
2021
Q1 | $875K | Buy |
25,876
+4,000
| +18% | +$112K | 0.07% | 151 |
|
|
2020
Q4 | $496K | Hold |
21,876
| – | – | 0.07% | 163 |
|
|
2020
Q3 | $349K | Hold |
21,876
| – | – | 0.08% | 109 |
|
|
2020
Q2 | $291K | Hold |
21,876
| – | – | 0.07% | 113 |
|
|
2020
Q1 | $279K | Hold |
21,876
| – | – | 0.08% | 120 |
|
|
2019
Q4 | $545K | Hold |
21,876
| – | – | 0.13% | 105 |
|
|
2019
Q3 | $434K | Hold |
21,876
| – | – | 0.11% | 114 |
|
|
2019
Q2 | $371K | Hold |
21,876
| – | – | 0.1% | 124 |
|
|
2019
Q1 | $334K | Hold |
21,876
| – | – | 0.09% | 122 |
|
|
2018
Q4 | $395K | Hold |
21,876
| – | – | 0.13% | 110 |
|
|
2018
Q3 | $394K | Hold |
21,876
| – | – | 0.12% | 112 |
|
|
2018
Q2 | $395K | Hold |
21,876
| – | – | 0.13% | 112 |
|
|
2018
Q1 | $432K | Hold |
21,876
| – | – | 0.14% | 101 |
|
|
2017
Q4 | $440K | Buy |
+21,876
| New | +$426K | 0.15% | 98 |
|
Other funds holding MVBF
BCM
ECA
KCM
McKinley Carter Wealth Services's MVBF Position: Q2 2026 in Review
McKinley Carter Wealth Services held its MVB Financial (MVBF) position steady in Q2 2026 at 25,877 shares worth $751K. The position accounts for 0.04% of the portfolio, ranked #199.
McKinley Carter Wealth Services first reported a position in MVBF in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.39M in Q3 2021. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.
- McKinley Carter Wealth Services held 25,877 shares of MVB Financial worth $751K as of Q2 2026.
- McKinley Carter Wealth Services left its MVB Financial share count unchanged in Q2 2026.
- MVB Financial made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #199 holding.
- McKinley Carter Wealth Services first reported a position in MVB Financial in Q4 2017 and has held it in 35 quarters since.
- McKinley Carter Wealth Services's MVB Financial position peaked at $2.39M in Q3 2021.
- 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.