Sippican Capital Advisors’s MVB Financial MVBF Stock Holding History

Sippican Capital Advisors’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	$991K	Sell	39,918 -1,435	-3%	-$38.4K	0.68%	53
2025 Q4	$1.07M	Sell	41,353 -1,352	-3%	-$35.9K	0.69%	56
2025 Q3	$1.07M	Sell	42,705 -50	-0.1%	-$1.19K	0.71%	55
2025 Q2	$963K	Buy	42,755 +4,580	+12%	+$84.7K	0.7%	56
2025 Q1	$661K	Buy	38,175 +7,390	+24%	+$139K	0.5%	67
2024 Q4	$637K	Buy	30,785 +6,965	+29%	+$144K	0.46%	71
2024 Q3	$461K	Buy	23,820 +2,440	+11%	+$50.6K	0.32%	82
2024 Q2	$399K	Buy	21,380 +7,570	+55%	+$144K	0.32%	84
2024 Q1	$308K	Buy	+13,810	New	+$299K	0.24%	89

Other funds holding MVBF

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sippican Capital Advisors's MVBF Position: Q1 2026 in Review

Sippican Capital Advisors reduced its MVB Financial (MVBF) stake by 3.5% in Q1 2026, selling an estimated $38.4K and leaving 39,918 shares worth $991K. The position accounts for 0.68% of the portfolio, ranked #53.

Sippican Capital Advisors first reported a position in MVBF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

Sippican Capital Advisors held 39,918 shares of MVB Financial worth $991K as of Q1 2026.
Sippican Capital Advisors sold 1,435 MVB Financial shares in Q1 2026, an estimated $38.4K.
MVB Financial made up 0.68% of Sippican Capital Advisors's portfolio in Q1 2026, its #53 holding.
Sippican Capital Advisors first reported a position in MVB Financial in Q1 2024 and has held it in 9 quarters since.
Sippican Capital Advisors's MVB Financial position peaked at $1.07M in Q3 2025.
110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.