Wellington Management Group
MVBF icon

Wellington Management Group’s MVB Financial MVBF Stock Holding History

Wellington Management Group’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
Q1 		$43.9M Sell
1,766,203
-9,646
-0.5% -$258K 0.01% 771
2025
Q4 		$45.9M Sell
1,775,849
-6,536
-0.4% -$173K 0.01% 756
2025
Q3 		$44.7M Buy
1,782,385
+643,551
+57% +$15.3M 0.01% 768
2025
Q2 		$25.7M Sell
1,138,834
-9,459
-0.8% -$175K ﹤0.01% 879
2025
Q1 		$19.9M Sell
1,148,293
-13,356
-1% -$251K ﹤0.01% 947
2024
Q4 		$24M Sell
1,161,649
-110,395
-9% -$2.28M ﹤0.01% 916
2024
Q3 		$24.6M Sell
1,272,044
-6,996
-0.5% -$145K ﹤0.01% 900
2024
Q2 		$23.8M Sell
1,279,040
-23,675
-2% -$451K ﹤0.01% 896
2024
Q1 		$29.1M Sell
1,302,715
-50,909
-4% -$1.1M 0.01% 857
2023
Q4 		$30.5M Buy
1,353,624
+49,007
+4% +$1.04M 0.01% 850
2023
Q3 		$29.5M Buy
1,304,617
+51,342
+4% +$1.21M 0.01% 852
2023
Q2 		$26.4M Buy
1,253,275
+226,020
+22% +$4.25M 0.01% 871
2023
Q1 		$21.2M Sell
1,027,255
-37,604
-4% -$872K ﹤0.01% 922
2022
Q4 		$23.4M Sell
1,064,859
-82,380
-7% -$2.01M ﹤0.01% 879
2022
Q3 		$31.9M Buy
1,147,239
+193,406
+20% +$6.22M 0.01% 780
2022
Q2 		$29.7M Buy
953,833
+250,412
+36% +$9.44M 0.01% 836
2022
Q1 		$29.2M Buy
703,421
+194,459
+38% +$7.8M 0.01% 927
2021
Q4 		$21.1M Buy
508,962
+30,684
+6% +$1.29M ﹤0.01% 1060
2021
Q3 		$20.5M Sell
478,278
-45,201
-9% -$1.84M ﹤0.01% 1080
2021
Q2 		$22.3M Sell
523,479
-138,523
-21% -$5.65M ﹤0.01% 1066
2021
Q1 		$22.4M Buy
662,002
+188,037
+40% +$5.27M ﹤0.01% 1040
2020
Q4 		$10.8M Buy
473,965
+55,441
+13% +$1.05M ﹤0.01% 1176
2020
Q3 		$6.68M Buy
418,524
+78,087
+23% +$1.11M ﹤0.01% 1201
2020
Q2 		$4.53M Sell
340,437
-78,310
-19% -$1.05M ﹤0.01% 1227
2020
Q1 		$5.34M Sell
418,747
-35,607
-8% -$658K ﹤0.01% 1176
2019
Q4 		$11.3M Sell
454,354
-77,140
-15% -$1.63M ﹤0.01% 1138
2019
Q3 		$10.6M Sell
531,494
-33,853
-6% -$609K ﹤0.01% 1149
2019
Q2 		$9.59M Sell
565,347
-6,568
-1% -$107K ﹤0.01% 1226
2019
Q1 		$8.72M Sell
571,915
-87,660
-13% -$1.44M ﹤0.01% 1242
2018
Q4 		$11.9M Sell
659,575
-27,190
-4% -$496K ﹤0.01% 1136
2018
Q3 		$12.4M Buy
686,765
+20,191
+3% +$359K ﹤0.01% 1218
2018
Q2 		$12M Buy
666,574
+1,565
+0.2% +$29.7K ﹤0.01% 1225
2018
Q1 		$13.1M Buy
665,009
+184,748
+38% +$3.63M ﹤0.01% 1204
2017
Q4 		$9.65M Buy
+480,261
New +$9.36M ﹤0.01% 1285

Other funds holding MVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wellington Management Group's MVBF Position: Q1 2026 in Review

Wellington Management Group reduced its MVB Financial (MVBF) stake by 0.54% in Q1 2026, selling an estimated $258K and leaving 1,766,203 shares worth $43.9M. The position accounts for 0.01% of the portfolio, ranked #771.

Wellington Management Group first reported a position in MVBF in Q4 2017 and has held it in 34 quarters since. The position peaked at $45.9M in Q4 2025. 110 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Wellington Management Group held 1,766,203 shares of MVB Financial worth $43.9M as of Q1 2026.
  • Wellington Management Group sold 9,646 MVB Financial shares in Q1 2026, an estimated $258K.
  • MVB Financial made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #771 holding.
  • Wellington Management Group first reported a position in MVB Financial in Q4 2017 and has held it in 34 quarters since.
  • Wellington Management Group's MVB Financial position peaked at $45.9M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.