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
Q1 		$298 Buy
+12
New +$321 ﹤0.01% 3043

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Root Financial Partners's MVBF Position: Q1 2026 in Review

Root Financial Partners opened a new position in MVB Financial (MVBF) in Q1 2026: 12 shares worth $298. The stake represents ﹤0.01% of the portfolio and ranks #3043 among its holdings.

110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Root Financial Partners held 12 shares of MVB Financial worth $298 as of Q1 2026.
  • MVB Financial was a new Root Financial Partners position in Q1 2026.
  • MVB Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3043 holding.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.