RFP
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Root Financial Partners’s MVB Financial MVBF Stock Holding History

Root Financial Partners’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
-12
Closed -$298 – 2138
2026
Q1 		$298 Buy
+12
New +$321 ﹤0.01% 3043

Other funds holding MVBF

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Vanguard Capital Management
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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

Root Financial Partners's MVBF Position: Q2 2026 in Review

Root Financial Partners sold out of MVB Financial (MVBF) in Q2 2026, closing a stake of 12 shares — an estimated $298 sold.

Root Financial Partners first reported a position in MVBF in Q1 2026 and held it in 1 quarter. The position peaked at $298 in Q1 2026. 108 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Root Financial Partners reported no remaining MVB Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 12 MVB Financial shares in Q2 2026, an estimated $298.
  • Root Financial Partners first reported a position in MVB Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's MVB Financial position peaked at $298 in Q1 2026.
  • 108 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.