Pure Financial Advisors’s MVB Financial MVBF Stock Holding History

Pure Financial 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
2026 Q2	$2.46M	Hold	84,824	–	–	0.03%	163
2026 Q1	$2.11M	Hold	84,824	–	–	0.03%	160
2025 Q4	$2.19M	Hold	84,824	–	–	0.03%	157
2025 Q3	$2.13M	Hold	84,824	–	–	0.03%	153
2025 Q2	$1.91M	Hold	84,824	–	–	0.03%	156
2025 Q1	$1.47M	Hold	84,824	–	–	0.03%	143
2024 Q4	$1.76M	Hold	84,824	–	–	0.04%	126
2024 Q3	$1.64M	Hold	84,824	–	–	0.04%	124
2024 Q2	$1.58M	Hold	84,824	–	–	0.04%	124
2024 Q1	$1.89M	Hold	84,824	–	–	0.06%	113
2023 Q4	$1.91M	Hold	84,824	–	–	0.07%	114
2023 Q3	$1.92M	Hold	84,824	–	–	0.08%	97
2023 Q2	$1.79M	Hold	84,824	–	–	0.08%	97
2023 Q1	$1.75M	Hold	84,824	–	–	0.08%	95
2022 Q4	$1.87M	Hold	84,824	–	–	0.1%	91
2022 Q3	$2.36M	Hold	84,824	–	–	0.14%	78
2022 Q2	$2.64M	Hold	84,824	–	–	0.16%	78
2022 Q1	$3.52M	Hold	84,824	–	–	0.16%	67
2021 Q4	$3.52M	Hold	84,824	–	–	0.17%	64
2021 Q3	$3.63M	Hold	84,824	–	–	0.28%	57
2021 Q2	$3.62M	Hold	84,824	–	–	0.29%	55
2021 Q1	$2.87M	Hold	84,824	–	–	0.28%	54
2020 Q4	$1.92M	Hold	84,824	–	–	0.23%	59
2020 Q3	$1.35M	Buy	+84,824	New	+$1.2M	0.2%	68

Other funds holding MVBF

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Pure Financial Advisors's MVBF Position: Q2 2026 in Review

Pure Financial Advisors held its MVB Financial (MVBF) position steady in Q2 2026 at 84,824 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #163.

Pure Financial Advisors first reported a position in MVBF in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.63M in Q3 2021. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

Pure Financial Advisors held 84,824 shares of MVB Financial worth $2.46M as of Q2 2026.
Pure Financial Advisors left its MVB Financial share count unchanged in Q2 2026.
MVB Financial made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #163 holding.
Pure Financial Advisors first reported a position in MVB Financial in Q3 2020 and has held it in 24 quarters since.
Pure Financial Advisors's MVB Financial position peaked at $3.63M in Q3 2021.
109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.