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MVBF icon

Pinnacle Holdings’s MVB Financial MVBF Stock Holding History

Pinnacle Holdings’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
2021
Q2 		– Sell
-41,366
Closed -$1.4M – 213
2021
Q1 		$1.4M Hold
41,366
– – 0.65% 60
2020
Q4 		$938K Hold
41,366
– – 0.49% 78
2020
Q3 		$661K Sell
41,366
-7,850
-16% -$111K 0.38% 94
2020
Q2 		$655K Hold
49,216
– – 0.31% 102
2020
Q1 		$628K Sell
49,216
-2,865
-6% -$53K 0.36% 96
2019
Q4 		$1.3M Sell
52,081
-380
-0.7% -$8.05K 0.49% 80
2019
Q3 		$1.04M Hold
52,461
– – 0.39% 94
2019
Q2 		$890K Hold
52,461
– – 0.33% 107
2019
Q1 		$800K Buy
52,461
+110
+0.2% +$1.8K 0.3% 114
2018
Q4 		$944K Sell
52,351
-870
-2% -$15.9K 0.39% 100
2018
Q3 		$959K Buy
53,221
+4
+0% +$71 0.33% 108
2018
Q2 		$961K Buy
53,217
+12,000
+29% +$228K 0.33% 110
2018
Q1 		$814K Sell
41,217
-55
-0.1% -$1.08K 0.3% 113
2017
Q4 		$830K Buy
+41,272
New +$805K 0.3% 116

Other funds holding MVBF

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 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

Pinnacle Holdings's MVBF Position: Q2 2021 in Review

Pinnacle Holdings sold out of MVB Financial (MVBF) in Q2 2021, closing a stake of 41,366 shares — an estimated $1.4M sold.

Pinnacle Holdings first reported a position in MVBF in Q4 2017 and held it in 14 quarters. The position peaked at $1.4M in Q1 2021. 74 funds tracked by Wall St. Rank hold MVBF as of Q2 2021.

  • Pinnacle Holdings reported no remaining MVB Financial position as of Q2 2021 after selling out during the quarter.
  • Pinnacle Holdings sold 41,366 MVB Financial shares in Q2 2021, an estimated $1.4M.
  • Pinnacle Holdings first reported a position in MVB Financial in Q4 2017 and held it in 14 quarters.
  • Pinnacle Holdings's MVB Financial position peaked at $1.4M in Q1 2021.
  • 74 funds tracked by Wall St. Rank held MVB Financial as of Q2 2021.

Based on Pinnacle Holdings's 13F filing for Q2 2021, filed 13 Aug 2021.