Root Financial Partners
MVBF icon

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
Q3 		$552 Buy
+19
New +$571 ﹤0.01% 3193
2026
Q2 		– Sell
-12
Closed -$298 – 2138
2026
Q1 		$298 Buy
+12
New +$321 ﹤0.01% 3043

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Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

Root Financial Partners's MVBF Position: Q3 2026 in Review

Root Financial Partners opened a new position in MVB Financial (MVBF) in Q3 2026: 19 shares worth $552. The stake represents ﹤0.01% of the portfolio and ranks #3193 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MVBF as recently as Q1 2026.

Root Financial Partners first reported a position in MVBF in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold MVBF as of Q3 2026.

  • Root Financial Partners held 19 shares of MVB Financial worth $552 as of Q3 2026.
  • MVB Financial was a new Root Financial Partners position in Q3 2026.
  • MVB Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3193 holding.
  • Root Financial Partners first reported a position in MVB Financial in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held MVB Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.