UBS AM’s MVB Financial MVBF Stock Holding History

UBS AM’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	$3.19K	Hold	110	–	–	﹤0.01%	3470
2026 Q1	$2.73K	Buy	+110	New	+$2.95K	﹤0.01%	3549

Other funds holding MVBF

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

UBS AM's MVBF Position: Q2 2026 in Review

UBS AM held its MVB Financial (MVBF) position steady in Q2 2026 at 110 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

UBS AM first reported a position in MVBF in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.

UBS AM held 110 shares of MVB Financial worth $3.19K as of Q2 2026.
UBS AM left its MVB Financial share count unchanged in Q2 2026.
MVB Financial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3470 holding.
UBS AM first reported a position in MVB Financial in Q1 2026 and has held it in 2 quarters since.
109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.