Simplex Trading’s MVB Financial MVBF Stock Holding History

Simplex Trading’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
2023 Q4	–	Sell	-700	Closed	-$15K	–	9451
2023 Q3	$15K	Buy	+700	New	+$16.5K	﹤0.01%	6881

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

Simplex Trading's MVBF Position: Q2 2026 in Review

Simplex Trading sold out of MVB Financial (MVBF) in Q2 2026, closing a stake of 146 shares — an estimated $3.63K sold.

Simplex Trading first reported a position in MVBF in Q3 2025 and held it in 3 quarters. The position peaked at $3.63K in Q1 2026. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

Simplex Trading reported no remaining MVB Financial position as of Q2 2026 after selling out during the quarter.
Simplex Trading sold 146 MVB Financial shares in Q2 2026, an estimated $3.63K.
Simplex Trading first reported a position in MVB Financial in Q3 2025 and held it in 3 quarters.
Simplex Trading's MVB Financial position peaked at $3.63K in Q1 2026.
109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.