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Mount Yale Investment Advisors’s MVB Financial MVBF Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-1,000
Closed -$22.5K – 1258
2025
Q2 		$22.5K Buy
+1,000
New +$18.5K ﹤0.01% 1021

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
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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Mount Yale Investment Advisors's MVBF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of MVB Financial (MVBF) in Q3 2025, closing a stake of 1,000 shares — an estimated $22.5K sold.

Mount Yale Investment Advisors first reported a position in MVBF in Q2 2025 and held it in 1 quarter. The position peaked at $22.5K in Q2 2025. 97 funds tracked by Wall St. Rank hold MVBF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining MVB Financial position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,000 MVB Financial shares in Q3 2025, an estimated $22.5K.
  • Mount Yale Investment Advisors first reported a position in MVB Financial in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's MVB Financial position peaked at $22.5K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held MVB Financial as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.