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Sunbelt Securities’s MVB Financial MVBF Stock Holding History

Sunbelt Securities’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 		– Sell
-1
Closed -$26 – 3055
2025
Q4 		$26 Buy
+1
New +$27 ﹤0.01% 2712

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
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Sunbelt Securities's MVBF Position: Q1 2026 in Review

Sunbelt Securities sold out of MVB Financial (MVBF) in Q1 2026, closing a stake of 1 share — an estimated $26 sold.

Sunbelt Securities first reported a position in MVBF in Q4 2025 and held it in 1 quarter. The position peaked at $26 in Q4 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Sunbelt Securities reported no remaining MVB Financial position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 1 MVB Financial share in Q1 2026, an estimated $26.
  • Sunbelt Securities first reported a position in MVB Financial in Q4 2025 and held it in 1 quarter.
  • Sunbelt Securities's MVB Financial position peaked at $26 in Q4 2025.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.