UBS Group’s MVB Financial MVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $267K | Sell |
10,743
-10,748
| -50% | -$288K | ﹤0.01% | 6470 |
|
|
2025
Q4 | $555K | Buy |
21,491
+16,163
| +303% | +$429K | ﹤0.01% | 6009 |
|
|
2025
Q3 | $134K | Buy |
5,328
+447
| +9% | +$10.6K | ﹤0.01% | 6926 |
|
|
2025
Q2 | $110K | Sell |
4,881
-158
| -3% | -$2.92K | ﹤0.01% | 7158 |
|
|
2025
Q1 | $87.3K | Sell |
5,039
-2,903
| -37% | -$54.6K | ﹤0.01% | 7148 |
|
|
2024
Q4 | $164K | Buy |
7,942
+2,500
| +46% | +$51.6K | ﹤0.01% | 6577 |
|
|
2024
Q3 | $105K | Sell |
5,442
-1,570
| -22% | -$32.5K | ﹤0.01% | 6315 |
|
|
2024
Q2 | $131K | Sell |
7,012
-4,273
| -38% | -$81.5K | ﹤0.01% | 5977 |
|
|
2024
Q1 | $252K | Sell |
11,285
-1,218
| -10% | -$26.4K | ﹤0.01% | 5695 |
|
|
2023
Q4 | $282K | Buy |
12,503
+6,313
| +102% | +$134K | ﹤0.01% | 5544 |
|
|
2023
Q3 | $140K | Sell |
6,190
-292
| -5% | -$6.9K | ﹤0.01% | 5621 |
|
|
2023
Q2 | $137K | Buy |
6,482
+3,163
| +95% | +$59.5K | ﹤0.01% | 5763 |
|
|
2023
Q1 | $68.5K | Buy |
3,319
+482
| +17% | +$11.2K | ﹤0.01% | 6197 |
|
|
2022
Q4 | $62.5K | Buy |
+2,837
| New | +$69.3K | ﹤0.01% | 6555 |
|
|
2022
Q3 | – | Sell |
-491
| Closed | -$15K | – | 10709 |
|
|
2022
Q2 | $15K | Sell |
491
-2,070
| -81% | -$78.1K | ﹤0.01% | 7301 |
|
|
2022
Q1 | $107K | Sell |
2,561
-1,220
| -32% | -$49K | ﹤0.01% | 5867 |
|
|
2021
Q4 | $157K | Buy |
+3,781
| New | +$160K | ﹤0.01% | 5904 |
|
|
2021
Q3 | – | Sell |
-665
| Closed | -$28K | – | 9875 |
|
|
2021
Q2 | $28K | Sell |
665
-1,311
| -66% | -$53.5K | ﹤0.01% | 7007 |
|
|
2021
Q1 | $67K | Sell |
1,976
-51
| -3% | -$1.43K | ﹤0.01% | 6264 |
|
|
2020
Q4 | $46K | Buy |
2,027
+1,274
| +169% | +$24.2K | ﹤0.01% | 6266 |
|
|
2020
Q3 | $12K | Sell |
753
-6,663
| -90% | -$94.3K | ﹤0.01% | 6704 |
|
|
2020
Q2 | $99K | Sell |
7,416
-3,532
| -32% | -$47.4K | ﹤0.01% | 5317 |
|
|
2020
Q1 | $140K | Buy |
10,948
+1,161
| +12% | +$21.5K | ﹤0.01% | 5005 |
|
|
2019
Q4 | $244K | Buy |
9,787
+1,482
| +18% | +$31.4K | ﹤0.01% | 5457 |
|
|
2019
Q3 | $165K | Buy |
8,305
+5,365
| +182% | +$96.5K | ﹤0.01% | 5399 |
|
|
2019
Q2 | $50K | Buy |
2,940
+1,457
| +98% | +$23.8K | ﹤0.01% | 5932 |
|
|
2019
Q1 | $23K | Sell |
1,483
-2,949
| -67% | -$48.3K | ﹤0.01% | 6185 |
|
|
2018
Q4 | $80K | Buy |
4,432
+1,065
| +32% | +$19.4K | ﹤0.01% | 5727 |
|
|
2018
Q3 | $61K | Buy |
3,367
+2,381
| +241% | +$42.3K | ﹤0.01% | 6007 |
|
|
2018
Q2 | $18K | Buy |
986
+541
| +122% | +$10.3K | ﹤0.01% | 6772 |
|
|
2018
Q1 | $9K | Buy |
+445
| New | +$8.74K | ﹤0.01% | 6941 |
|
Other funds holding MVBF
VCM
ECA
KCM
BCM
UBS Group's MVBF Position: Q1 2026 in Review
UBS Group reduced its MVB Financial (MVBF) stake by 50% in Q1 2026, selling an estimated $288K and leaving 10,743 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #6470.
UBS Group first reported a position in MVBF in Q1 2018 and has held it in 31 quarters since. The position peaked at $555K in Q4 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.
- UBS Group held 10,743 shares of MVB Financial worth $267K as of Q1 2026.
- UBS Group sold 10,748 MVB Financial shares in Q1 2026, an estimated $288K.
- MVB Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6470 holding.
- UBS Group first reported a position in MVB Financial in Q1 2018 and has held it in 31 quarters since.
- UBS Group's MVB Financial position peaked at $555K in Q4 2025.
- 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.