SAM
MVBF icon

Smartleaf Asset Management’s MVB Financial MVBF Stock Holding History

Smartleaf Asset Management’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
2025
Q2 		– Sell
-25
Closed -$435 – 2888
2025
Q1 		$435 Hold
25
– – ﹤0.01% 2717
2024
Q4 		$511 Buy
+25
New +$516 ﹤0.01% 2784

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
State Street
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

Smartleaf Asset Management's MVBF Position: Q2 2025 in Review

Smartleaf Asset Management sold out of MVB Financial (MVBF) in Q2 2025, closing a stake of 25 shares — an estimated $435 sold.

Smartleaf Asset Management first reported a position in MVBF in Q4 2024 and held it in 2 quarters. The position peaked at $511 in Q4 2024. 93 funds tracked by Wall St. Rank hold MVBF as of Q2 2025.

  • Smartleaf Asset Management reported no remaining MVB Financial position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 25 MVB Financial shares in Q2 2025, an estimated $435.
  • Smartleaf Asset Management first reported a position in MVB Financial in Q4 2024 and held it in 2 quarters.
  • Smartleaf Asset Management's MVB Financial position peaked at $511 in Q4 2024.
  • 93 funds tracked by Wall St. Rank held MVB Financial as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.