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
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 $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

Rothschild Investment LLC's MVBF Position: Q1 2026 in Review

Rothschild Investment LLC increased its MVB Financial (MVBF) stake by 900% in Q1 2026, buying an estimated $241 and bringing the position to 10 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Rothschild Investment LLC first reported a position in MVBF in Q4 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Rothschild Investment LLC held 10 shares of MVB Financial worth $248 as of Q1 2026.
  • Rothschild Investment LLC bought 9 MVB Financial shares in Q1 2026, an estimated $241.
  • MVB Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3266 holding.
  • Rothschild Investment LLC first reported a position in MVB Financial in Q4 2025 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.