Second Curve Capital’s MVB Financial MVBF Stock Holding History

Second Curve Capital’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
2021 Q4	$6.74M	Sell	162,403 -4,281	-3%	-$181K	7.24%	2
2021 Q3	$7.14M	Sell	166,684 -25,049	-13%	-$1.02M	8.86%	3
2021 Q2	$8.18M	Sell	191,733 -5,612	-3%	-$229K	10.43%	2
2021 Q1	$6.67M	Buy	197,345 +23,798	+14%	+$667K	9.39%	3
2020 Q4	$3.94M	Sell	173,547 -35,709	-17%	-$677K	8.21%	5
2020 Q3	$3.34M	Buy	209,256 +12,500	+6%	+$177K	12.99%	4
2020 Q2	$2.62M	Sell	196,756 -19,822	-9%	-$266K	12.79%	4
2020 Q1	$2.76M	Sell	216,578 -415,067	-66%	-$7.67M	23%	2
2019 Q4	$15.7M	Buy	631,645 +525,000	+492%	+$11.1M	8.35%	6
2019 Q3	$2.12M	Buy	106,645 +96,645	+966%	+$1.74M	1.3%	19
2019 Q2	$169K	Buy	+10,000	New	+$163K	0.12%	21

Other funds holding MVBF

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Second Curve Capital's MVBF Position: Q4 2021 in Review

Second Curve Capital reduced its MVB Financial (MVBF) stake by 2.6% in Q4 2021, selling an estimated $181K and leaving 162,403 shares worth $6.74M. The position accounts for 7.24% of the portfolio, ranked #2.

Second Curve Capital first reported a position in MVBF in Q2 2019 and has held it in 11 quarters since. The position peaked at $15.7M in Q4 2019. 81 funds tracked by Wall St. Rank hold MVBF as of Q4 2021.

Second Curve Capital held 162,403 shares of MVB Financial worth $6.74M as of Q4 2021.
Second Curve Capital sold 4,281 MVB Financial shares in Q4 2021, an estimated $181K.
MVB Financial made up 7.24% of Second Curve Capital's portfolio in Q4 2021, its #2 holding.
Second Curve Capital first reported a position in MVB Financial in Q2 2019 and has held it in 11 quarters since.
Second Curve Capital's MVB Financial position peaked at $15.7M in Q4 2019.
81 funds tracked by Wall St. Rank held MVB Financial as of Q4 2021.

Based on Second Curve Capital's 13F filing for Q4 2021, filed 11 Feb 2022.