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 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

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's MVBF Position: Q2 2026 in Review

True Wealth Design reduced its MVB Financial (MVBF) stake by 23% in Q2 2026, selling an estimated $133 and leaving 17 shares worth $494. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

True Wealth Design first reported a position in MVBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $595 in Q4 2025. 10 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

True Wealth Design held 17 shares of MVB Financial worth $494 as of Q2 2026.
True Wealth Design sold 5 MVB Financial shares in Q2 2026, an estimated $133.
MVB Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2208 holding.
True Wealth Design first reported a position in MVB Financial in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's MVB Financial position peaked at $595 in Q4 2025.
10 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.