McKinley Carter Wealth Services’s MVB Financial MVBF Stock Holding History

McKinley Carter Wealth Services’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	$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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

McKinley Carter Wealth Services's MVBF Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its MVB Financial (MVBF) stake by 13% in Q1 2026, selling an estimated $107K and leaving 25,877 shares worth $643K. The position accounts for 0.04% of the portfolio, ranked #198.

McKinley Carter Wealth Services first reported a position in MVBF in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.39M in Q3 2021. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

McKinley Carter Wealth Services held 25,877 shares of MVB Financial worth $643K as of Q1 2026.
McKinley Carter Wealth Services sold 4,002 MVB Financial shares in Q1 2026, an estimated $107K.
MVB Financial made up 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #198 holding.
McKinley Carter Wealth Services first reported a position in MVB Financial in Q4 2017 and has held it in 34 quarters since.
McKinley Carter Wealth Services's MVB Financial position peaked at $2.39M in Q3 2021.
110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.