Raymond James Financial
MVBF icon

Raymond James Financial’s MVB Financial MVBF Stock Holding History

Raymond James Financial’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
-1,412
Closed -$31.8K – 6066
2025
Q2 		$31.8K Buy
+1,412
New +$26.1K ﹤0.01% 5381

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

Raymond James Financial's MVBF Position: Q3 2025 in Review

Raymond James Financial sold out of MVB Financial (MVBF) in Q3 2025, closing a stake of 1,412 shares — an estimated $31.8K sold.

Raymond James Financial first reported a position in MVBF in Q2 2025 and held it in 1 quarter. The position peaked at $31.8K in Q2 2025. 97 funds tracked by Wall St. Rank hold MVBF as of Q3 2025.

  • Raymond James Financial reported no remaining MVB Financial position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,412 MVB Financial shares in Q3 2025, an estimated $31.8K.
  • Raymond James Financial first reported a position in MVB Financial in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's MVB Financial position peaked at $31.8K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held MVB Financial as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.