Rockefeller Capital Management
MVBF icon

Rockefeller Capital Management’s MVB Financial MVBF Stock Holding History

Rockefeller Capital 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
2026
Q2 		– Sell
-1,612
Closed -$40K – 4825
2026
Q1 		$40K Buy
+1,612
New +$43.2K ﹤0.01% 3391

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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
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

Rockefeller Capital Management's MVBF Position: Q2 2026 in Review

Rockefeller Capital Management sold out of MVB Financial (MVBF) in Q2 2026, closing a stake of 1,612 shares — an estimated $40K sold.

Rockefeller Capital Management first reported a position in MVBF in Q1 2026 and held it in 1 quarter. The position peaked at $40K in Q1 2026. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Rockefeller Capital Management reported no remaining MVB Financial position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,612 MVB Financial shares in Q2 2026, an estimated $40K.
  • Rockefeller Capital Management first reported a position in MVB Financial in Q1 2026 and held it in 1 quarter.
  • Rockefeller Capital Management's MVB Financial position peaked at $40K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.