RIL
MVBF icon

Rothschild Investment LLC’s MVB Financial MVBF Stock Holding History

Rothschild Investment LLC’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 		$29 Sell
1
-9
-90% -$239 ﹤0.01% 3590
2026
Q1 		$248 Buy
10
+9
+900% +$241 ﹤0.01% 3266
2025
Q4 		$26 Buy
+1
New +$27 ﹤0.01% 3322

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's MVBF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its MVB Financial (MVBF) stake by 90% in Q2 2026, selling an estimated $239 and leaving 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #3590.

Rothschild Investment LLC first reported a position in MVBF in Q4 2025 and has held it in 3 quarters since. The position peaked at $248 in Q1 2026. 108 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Rothschild Investment LLC held 1 share of MVB Financial worth $29 as of Q2 2026.
  • Rothschild Investment LLC sold 9 MVB Financial shares in Q2 2026, an estimated $239.
  • MVB Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3590 holding.
  • Rothschild Investment LLC first reported a position in MVB Financial in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's MVB Financial position peaked at $248 in Q1 2026.
  • 108 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.