Northwestern Mutual Wealth Management
MVBF icon

Northwestern Mutual Wealth Management’s MVB Financial MVBF Stock Holding History

Northwestern Mutual Wealth 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
Q4 		– Sell
-300
Closed -$7.52K – 4171
2025
Q3 		$7.52K Buy
+300
New +$7.13K ﹤0.01% 2998

Other funds holding MVBF

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BlackRock
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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
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
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's MVBF Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of MVB Financial (MVBF) in Q4 2025, closing a stake of 300 shares — an estimated $7.52K sold.

Northwestern Mutual Wealth Management first reported a position in MVBF in Q3 2025 and held it in 1 quarter. The position peaked at $7.52K in Q3 2025. 104 funds tracked by Wall St. Rank hold MVBF as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining MVB Financial position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 300 MVB Financial shares in Q4 2025, an estimated $7.52K.
  • Northwestern Mutual Wealth Management first reported a position in MVB Financial in Q3 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's MVB Financial position peaked at $7.52K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held MVB Financial as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.