SEI Investments’s MVB Financial MVBF Stock Holding History

SEI Investments’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	–	Sell	-10,974	Closed	-$272K	–	3372
2026 Q1	$272K	Buy	+10,974	New	+$294K	﹤0.01%	2859

Other funds holding MVBF

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Boston, Massachusetts $3.37T AUM 44.26% 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

SEI Investments's MVBF Position: Q2 2026 in Review

SEI Investments sold out of MVB Financial (MVBF) in Q2 2026, closing a stake of 10,974 shares — an estimated $272K sold.

SEI Investments first reported a position in MVBF in Q1 2026 and held it in 1 quarter. The position peaked at $272K in Q1 2026. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

SEI Investments reported no remaining MVB Financial position as of Q2 2026 after selling out during the quarter.
SEI Investments sold 10,974 MVB Financial shares in Q2 2026, an estimated $272K.
SEI Investments first reported a position in MVB Financial in Q1 2026 and held it in 1 quarter.
SEI Investments's MVB Financial position peaked at $272K in Q1 2026.
109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.