Stifel Financial
MVBF icon

Stifel Financial’s MVB Financial MVBF Stock Holding History

Stifel Financial’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
Q3 		– Sell
-19,116
Closed -$403K – 3364
2023
Q2 		$403K Sell
19,116
-1,392
-7% -$26.2K ﹤0.01% 2651
2023
Q1 		$423K Buy
+20,508
New +$476K ﹤0.01% 2613

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial's MVBF Position: Q3 2023 in Review

Stifel Financial sold out of MVB Financial (MVBF) in Q3 2023, closing a stake of 19,116 shares — an estimated $403K sold.

Stifel Financial first reported a position in MVBF in Q1 2023 and held it in 2 quarters. The position peaked at $423K in Q1 2023. 69 funds tracked by Wall St. Rank hold MVBF as of Q3 2023.

  • Stifel Financial reported no remaining MVB Financial position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 19,116 MVB Financial shares in Q3 2023, an estimated $403K.
  • Stifel Financial first reported a position in MVB Financial in Q1 2023 and held it in 2 quarters.
  • Stifel Financial's MVB Financial position peaked at $423K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held MVB Financial as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.