Morgan Stanley’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
Q1 | $1.23M | Sell |
49,615
-14,683
| -23% | -$393K | ﹤0.01% | 5034 |
|
|
2025
Q4 | $1.66M | Buy |
64,298
+8,461
| +15% | +$225K | ﹤0.01% | 4928 |
|
|
2025
Q3 | $1.4M | Sell |
55,837
-11,071
| -17% | -$263K | ﹤0.01% | 4985 |
|
|
2025
Q2 | $1.51M | Sell |
66,908
-31,914
| -32% | -$590K | ﹤0.01% | 4884 |
|
|
2025
Q1 | $1.71M | Buy |
98,822
+2,098
| +2% | +$39.5K | ﹤0.01% | 4700 |
|
|
2024
Q4 | $2M | Sell |
96,724
-4,469
| -4% | -$92.2K | ﹤0.01% | 4692 |
|
|
2024
Q3 | $1.96M | Buy |
101,193
+11,603
| +13% | +$241K | ﹤0.01% | 4668 |
|
|
2024
Q2 | $1.67M | Sell |
89,590
-19,577
| -18% | -$373K | ﹤0.01% | 4672 |
|
|
2024
Q1 | $2.44M | Sell |
109,167
-101,231
| -48% | -$2.2M | ﹤0.01% | 4446 |
|
|
2023
Q4 | $4.75M | Buy |
210,398
+118,211
| +128% | +$2.5M | ﹤0.01% | 4409 |
|
|
2023
Q3 | $2.08M | Sell |
92,187
-2,434
| -3% | -$57.5K | ﹤0.01% | 4367 |
|
|
2023
Q2 | $1.99M | Buy |
94,621
+31,320
| +49% | +$589K | ﹤0.01% | 4428 |
|
|
2023
Q1 | $1.31M | Buy |
63,301
+18,087
| +40% | +$420K | ﹤0.01% | 4708 |
|
|
2022
Q4 | $996K | Buy |
45,214
+32,678
| +261% | +$798K | ﹤0.01% | 4872 |
|
|
2022
Q3 | $350K | Sell |
12,536
-6,260
| -33% | -$201K | ﹤0.01% | 5451 |
|
|
2022
Q2 | $584K | Buy |
18,796
+9,676
| +106% | +$365K | ﹤0.01% | 5339 |
|
|
2022
Q1 | $378K | Sell |
9,120
-1,437
| -14% | -$57.7K | ﹤0.01% | 5571 |
|
|
2021
Q4 | $438K | Buy |
10,557
+2,461
| +30% | +$104K | ﹤0.01% | 5620 |
|
|
2021
Q3 | $346K | Sell |
8,096
-1,520
| -16% | -$62K | ﹤0.01% | 5703 |
|
|
2021
Q2 | $410K | Buy |
9,616
+4,486
| +87% | +$183K | ﹤0.01% | 5650 |
|
|
2021
Q1 | $173K | Sell |
5,130
-7,840
| -60% | -$220K | ﹤0.01% | 5744 |
|
|
2020
Q4 | $294K | Buy |
12,970
+6,110
| +89% | +$116K | ﹤0.01% | 5383 |
|
|
2020
Q3 | $110K | Sell |
6,860
-5,070
| -42% | -$71.8K | ﹤0.01% | 5383 |
|
|
2020
Q2 | $159K | Buy |
11,930
+5,189
| +77% | +$69.6K | ﹤0.01% | 5183 |
|
|
2020
Q1 | $86K | Sell |
6,741
-12,132
| -64% | -$224K | ﹤0.01% | 5245 |
|
|
2019
Q4 | $471K | Buy |
18,873
+5,378
| +40% | +$114K | ﹤0.01% | 4960 |
|
|
2019
Q3 | $268K | Sell |
13,495
-1,124
| -8% | -$20.2K | ﹤0.01% | 4988 |
|
|
2019
Q2 | $248K | Sell |
14,619
-194
| -1% | -$3.17K | ﹤0.01% | 4937 |
|
|
2019
Q1 | $226K | Sell |
14,813
-11,630
| -44% | -$191K | ﹤0.01% | 4990 |
|
|
2018
Q4 | $477K | Sell |
26,443
-5,777
| -18% | -$105K | ﹤0.01% | 4815 |
|
|
2018
Q3 | $579K | Buy |
32,220
+1,032
| +3% | +$18.3K | ﹤0.01% | 4923 |
|
|
2018
Q2 | $564K | Buy |
31,188
+7,952
| +34% | +$151K | ﹤0.01% | 5014 |
|
|
2018
Q1 | $459K | Buy |
23,236
+7,387
| +47% | +$145K | ﹤0.01% | 5053 |
|
|
2017
Q4 | $318K | Buy |
+15,849
| New | +$309K | ﹤0.01% | 5227 |
|
Other funds holding MVBF
VCM
ECA
KCM
BCM
Morgan Stanley's MVBF Position: Q1 2026 in Review
Morgan Stanley reduced its MVB Financial (MVBF) stake by 23% in Q1 2026, selling an estimated $393K and leaving 49,615 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #5034.
Morgan Stanley first reported a position in MVBF in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.75M in Q4 2023. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.
- Morgan Stanley held 49,615 shares of MVB Financial worth $1.23M as of Q1 2026.
- Morgan Stanley sold 14,683 MVB Financial shares in Q1 2026, an estimated $393K.
- MVB Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5034 holding.
- Morgan Stanley first reported a position in MVB Financial in Q4 2017 and has held it in 34 quarters since.
- Morgan Stanley's MVB Financial position peaked at $4.75M in Q4 2023.
- 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.