True Wealth Design
MVBF icon

True Wealth Design’s MVB Financial MVBF Stock Holding History

True Wealth Design’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
Q3 		$582 Buy
20
+3
+18% +$90 ﹤0.01% 2090
2026
Q2 		$494 Sell
17
-5
-23% -$133 ﹤0.01% 2208
2026
Q1 		$547 Sell
22
-1
-4% -$27 ﹤0.01% 2020
2025
Q4 		$595 Buy
23
+1
+5% +$27 ﹤0.01% 1895
2025
Q3 		$552 Buy
22
+18
+450% +$428 ﹤0.01% 1980
2025
Q2 		$91 Sell
4
-20
-83% -$370 ﹤0.01% 2264
2025
Q1 		$416 Buy
+24
New +$452 ﹤0.01% 1622

Other funds holding MVBF

McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design's MVBF Position: Q3 2026 in Review

True Wealth Design increased its MVB Financial (MVBF) stake by 18% in Q3 2026, buying an estimated $90 and bringing the position to 20 shares worth $582. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

True Wealth Design first reported a position in MVBF in Q1 2025 and has held it in 7 quarters since. The position peaked at $595 in Q4 2025. 12 funds tracked by Wall St. Rank hold MVBF as of Q3 2026.

  • True Wealth Design held 20 shares of MVB Financial worth $582 as of Q3 2026.
  • True Wealth Design bought 3 MVB Financial shares in Q3 2026, an estimated $90.
  • MVB Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2090 holding.
  • True Wealth Design first reported a position in MVB Financial in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's MVB Financial position peaked at $595 in Q4 2025.
  • 12 funds tracked by Wall St. Rank held MVB Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.