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Wealthspire Advisors (New York)’s MVB Financial MVBF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-3,191
Closed -$80K – 2199
2025
Q3 		$80K Buy
+3,191
New +$75.8K ﹤0.01% 1079

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $4.72B AUM 36.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s MVBF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MVB Financial (MVBF) in Q4 2025, closing a stake of 3,191 shares — an estimated $80K sold.

Wealthspire Advisors (New York) first reported a position in MVBF in Q3 2025 and held it in 1 quarter. The position peaked at $80K in Q3 2025. 104 funds tracked by Wall St. Rank hold MVBF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MVB Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,191 MVB Financial shares in Q4 2025, an estimated $80K.
  • Wealthspire Advisors (New York) first reported a position in MVB Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MVB Financial position peaked at $80K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held MVB Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.