SCA
MVBF icon

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
Q2 		$1.16M Hold
39,918
– – 0.71% 55
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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
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

Sippican Capital Advisors's MVBF Position: Q2 2026 in Review

Sippican Capital Advisors held its MVB Financial (MVBF) position steady in Q2 2026 at 39,918 shares worth $1.16M. The position accounts for 0.71% of the portfolio, ranked #55.

Sippican Capital Advisors first reported a position in MVBF in Q1 2024 and has held it in 10 quarters since. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

  • Sippican Capital Advisors held 39,918 shares of MVB Financial worth $1.16M as of Q2 2026.
  • Sippican Capital Advisors left its MVB Financial share count unchanged in Q2 2026.
  • MVB Financial made up 0.71% of Sippican Capital Advisors's portfolio in Q2 2026, its #55 holding.
  • Sippican Capital Advisors first reported a position in MVB Financial in Q1 2024 and has held it in 10 quarters since.
  • 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.