MVBF — MVB FINL CORP
Reported value held$127.17M
Funds holding (latest)34
SectorFinancials
Funds holding (Q2 2026)25
Institutional value$108.65M · 3.79M sh
New / Add / Cut / Exit1 / 15 / 6 / 1
Top-5 / Top-10 concentration87.7% / 94.9%
Institutional holdings change
Accumulating +3.1%
(+113.78K sh)
Institutional value change
Up +20.3%
As of Q2 2026, 25 SEC-registered investment managers reported holding MVBF (MVB FINL CORP) in their latest 13F filings, with a combined reported value of $108.65M across 3.79M shares. That is +3.1% by share count (+113.78K shares) versus the previous quarter, while reported value moved +20.3%. Ownership is concentrated: the five largest holders account for 87.7% of reported value and the top ten for 94.9%.
Compared with the prior quarter, 1 opened new positions, 15 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MVBF is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 1.76M | $51.16M | 0.01% | Hold |
| BlackRock Inc history | 1.04M | $30.15M | 0.00% | Add |
| Geode Capital Management history | 311.40K | $9.04M | 0.00% | Add |
| Northern Trust Corp history | 92.99K | $2.70M | 0.00% | Add |
| Citadel Advisors history | 77.68K | $2.25M | 0.00% | Reduce |
| BNY Mellon history | 61.34K | $1.78M | 0.00% | Add |
| Morgan Stanley history | 56.96K | $1.65M | 0.00% | Add |
| Two Sigma Investments history | 55.84K | $1.62M | 0.00% | Reduce |
| Arrowstreet Capital history | 54.31K | $1.58M | 0.00% | Hold |
| Goldman Sachs Group history | 40.49K | $1.17M | 0.00% | Reduce |
| AQR Capital Management history | 38.13K | $1.11M | 0.00% | Add |
| Charles Schwab Investment Management history | 33.52K | $972.41K | 0.00% | Add |
| Prudential Financial history | 26.40K | $765.86K | 0.00% | Reduce |
| D. E. Shaw & Co history | 16.95K | $491.63K | 0.00% | Add |
| Wells Fargo & Co history | 13.90K | $403.37K | 0.00% | Add |
| Invesco Ltd history | 12.97K | $376.14K | 0.00% | Add |
| Deutsche Bank AG history | 11.57K | $335.59K | 0.00% | Add |
| PNC Financial Services history | 9.32K | $270.26K | 0.00% | Hold |
| Bank of America Corp history | 9.30K | $269.79K | 0.00% | Reduce |
| Citigroup Inc history | 6.43K | $186.56K | 0.00% | Add |
| UBS Group AG history | 6.03K | $174.99K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5.16K | $150.32K | 0.00% | New |
| Legal & General Investment Management America history | 1.22K | $35.30K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 277 | $8.04K | 0.00% | Add |
| T. Rowe Price Associates history | 46.98K | $1.36K | 0.00% | Add |
Q1 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 1.77M | $43.85M | 0.01% | Reduce |
| BlackRock Inc history | 939.04K | $23.32M | 0.00% | Reduce |
| Geode Capital Management history | 269.91K | $6.70M | 0.00% | Add |
| Citadel Advisors history | 91.83K | $2.28M | 0.00% | Add |
| Northern Trust Corp history | 88.28K | $2.19M | 0.00% | Add |
| Goldman Sachs Group history | 72.57K | $1.80M | 0.00% | Add |
| Two Sigma Investments history | 60.98K | $1.51M | 0.00% | Reduce |
| BNY Mellon history | 57.90K | $1.44M | 0.00% | Add |
| Arrowstreet Capital history | 54.31K | $1.35M | 0.00% | Add |
| Morgan Stanley history | 49.62K | $1.23M | 0.00% | Reduce |
| AQR Capital Management history | 32.62K | $810.07K | 0.00% | Add |
| Charles Schwab Investment Management history | 29.18K | $724.64K | 0.00% | Reduce |
| Prudential Financial history | 27.47K | $682.08K | 0.00% | Add |
| Marshall Wace history | 18.51K | $459.60K | 0.00% | Reduce |
| D. E. Shaw & Co history | 13.97K | $347.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 12.20K | $302.87K | 0.00% | Reduce |
| Bank of America Corp history | 11.63K | $288.70K | 0.00% | Add |
| UBS Group AG history | 10.74K | $266.75K | 0.00% | Reduce |
| Invesco Ltd history | 10.30K | $255.70K | 0.00% | Reduce |
| PNC Financial Services history | 9.32K | $231.32K | 0.00% | Add |
| Deutsche Bank AG history | 8.50K | $211.03K | 0.00% | Add |
| Citigroup Inc history | 1.84K | $45.81K | 0.00% | Add |
| Legal & General Investment Management America history | 1.04K | $25.87K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 256 | $6.36K | 0.00% | Add |
| T. Rowe Price Associates history | 39.95K | $992 | 0.00% | Add |
Q4 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 1.78M | $45.87M | 0.01% | Hold |
| BlackRock Inc history | 953.04K | $24.62M | 0.00% | Reduce |
| Vanguard Group history | 634.41K | $16.39M | 0.00% | Hold |
| Geode Capital Management history | 265.99K | $6.87M | 0.00% | Reduce |
| Northern Trust Corp history | 84.73K | $2.19M | 0.00% | Reduce |
| Two Sigma Investments history | 75.62K | $1.95M | 0.00% | Add |
| Citadel Advisors history | 74.65K | $1.93M | 0.00% | Add |
| Morgan Stanley history | 64.30K | $1.66M | 0.00% | Add |
| Goldman Sachs Group history | 58.86K | $1.52M | 0.00% | Add |
| BNY Mellon history | 55.30K | $1.43M | 0.00% | Reduce |
| Marshall Wace history | 51.74K | $1.34M | 0.00% | New |
| Arrowstreet Capital history | 50.50K | $1.30M | 0.00% | New |
| Charles Schwab Investment Management history | 32.42K | $837.33K | 0.00% | Reduce |
| AQR Capital Management history | 27.40K | $707.63K | 0.00% | Add |
| Prudential Financial history | 26.12K | $674.68K | 0.00% | Reduce |
| UBS Group AG history | 21.49K | $555.11K | 0.00% | Add |
| Renaissance Technologies history | 21.30K | $550.18K | 0.00% | New |
| D. E. Shaw & Co history | 20.21K | $522.02K | 0.00% | Add |
| Wells Fargo & Co history | 14.51K | $374.87K | 0.00% | Add |
| Invesco Ltd history | 11.46K | $295.93K | 0.00% | Reduce |
| Bank of America Corp history | 10.94K | $282.61K | 0.00% | Reduce |
| Franklin Resources history | 10.88K | $281.16K | 0.00% | New |
| PNC Financial Services history | 9.24K | $238.59K | 0.00% | Reduce |
| Point72 Asset Management history | 8.32K | $214.96K | 0.00% | New |
| JPMorgan Chase & Co history | 7.02K | $181.43K | 0.00% | Reduce |
| Deutsche Bank AG history | 6.47K | $167.07K | 0.00% | Hold |
| CPP Investments history | 4.30K | $111.07K | 0.00% | New |
| Citigroup Inc history | 1.37K | $35.49K | 0.00% | Add |
| Legal & General Investment Management America history | 1.04K | $26.91K | 0.00% | Hold |
| T. Rowe Price Associates history | 36.15K | $934 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 21 | $542 | 0.00% | Hold |
Q3 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 1.78M | $44.67M | 0.01% | Add |
| BlackRock Inc history | 1.03M | $25.73M | 0.00% | Reduce |
| Vanguard Group history | 632.38K | $15.85M | 0.00% | Hold |
| Geode Capital Management history | 272.71K | $6.84M | 0.00% | Reduce |
| Northern Trust Corp history | 93.82K | $2.35M | 0.00% | Hold |
| BNY Mellon history | 80.91K | $2.03M | 0.00% | Add |
| Morgan Stanley history | 55.84K | $1.40M | 0.00% | Reduce |
| Goldman Sachs Group history | 41.43K | $1.04M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 33.83K | $847.88K | 0.00% | Hold |
| Prudential Financial history | 33.70K | $844.40K | 0.00% | Reduce |
| AQR Capital Management history | 26.44K | $662.53K | 0.00% | Add |
| D. E. Shaw & Co history | 19.00K | $476.06K | 0.00% | Add |
| Citadel Advisors history | 18.64K | $467.19K | 0.00% | Add |
| Bank of America Corp history | 18.43K | $461.73K | 0.00% | Reduce |
| Two Sigma Investments history | 13.03K | $326.53K | 0.00% | New |
| Invesco Ltd history | 12.78K | $320.34K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 11.47K | $287.54K | 0.00% | Add |
| Wells Fargo & Co history | 10.81K | $270.82K | 0.00% | Add |
| PNC Financial Services history | 10.23K | $256.46K | 0.00% | Hold |
| Deutsche Bank AG history | 6.47K | $162.09K | 0.00% | Hold |
| UBS Group AG history | 5.33K | $133.52K | 0.00% | Add |
| Legal & General Investment Management America history | 1.04K | $26.11K | 0.00% | Hold |
| Citigroup Inc history | 1.02K | $25.48K | 0.00% | Reduce |
| T. Rowe Price Associates history | 35.03K | $878 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 21 | $526 | 0.00% | Add |
Q2 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 1.14M | $25.66M | 0.01% | Reduce |
| BlackRock Inc history | 1.06M | $23.80M | 0.00% | Reduce |
| BlackRock Inc history | 1.06M | $23.80M | 0.00% | Reduce |
| Vanguard Group history | 634.04K | $14.29M | 0.00% | Reduce |
| Geode Capital Management history | 277.42K | $6.25M | 0.00% | Add |
| Northern Trust Corp history | 94.00K | $2.12M | 0.00% | Add |
| BNY Mellon history | 78.97K | $1.78M | 0.00% | Hold |
| Morgan Stanley history | 66.91K | $1.51M | 0.00% | Reduce |
| Morgan Stanley history | 66.91K | $1.51M | 0.00% | Reduce |
| Prudential Financial history | 53.49K | $1.21M | 0.00% | Reduce |
| Goldman Sachs Group history | 44.81K | $1.01M | 0.00% | Reduce |
| Goldman Sachs Group history | 44.81K | $1.01M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 33.83K | $762.28K | 0.00% | Add |
| Bank of America Corp history | 27.56K | $621.00K | 0.00% | Hold |
| AQR Capital Management history | 15.74K | $354.61K | 0.00% | New |
| Citadel Advisors history | 14.82K | $333.99K | 0.00% | Reduce |
| Citadel Advisors history | 14.82K | $333.99K | 0.00% | Reduce |
| Invesco Ltd history | 13.69K | $308.35K | 0.00% | Reduce |
| D. E. Shaw & Co history | 11.57K | $260.67K | 0.00% | Reduce |
| PNC Financial Services history | 10.23K | $230.57K | 0.00% | Add |
| Wells Fargo & Co history | 9.37K | $211.00K | 0.00% | Add |
| Deutsche Bank AG history | 6.47K | $145.72K | 0.00% | Reduce |
| Deutsche Bank AG history | 6.47K | $145.72K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5.59K | $126.01K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5.59K | $126.01K | 0.00% | Reduce |
| UBS Group AG history | 4.88K | $109.97K | 0.00% | Reduce |
| Citigroup Inc history | 3.87K | $87.12K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.04K | $23.48K | 0.00% | Add |
| T. Rowe Price Associates history | 27.53K | $621 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 13 | $293 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 13 | $293 | 0.00% | Reduce |
Q1 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 1.15M | $19.89M | 0.00% | Reduce |
| BlackRock Inc history | 1.13M | $19.55M | 0.00% | Add |
| BlackRock Inc history | 1.13M | $19.55M | 0.00% | Add |
| Vanguard Group history | 654.58K | $11.34M | 0.00% | Hold |
| Geode Capital Management history | 275.26K | $4.77M | 0.00% | Add |
| Morgan Stanley history | 98.82K | $1.71M | 0.00% | Add |
| Morgan Stanley history | 98.82K | $1.71M | 0.00% | Add |
| Northern Trust Corp history | 93.39K | $1.62M | 0.00% | Reduce |
| BNY Mellon history | 79.35K | $1.37M | 0.00% | Reduce |
| Goldman Sachs Group history | 62.46K | $1.08M | 0.00% | Add |
| Goldman Sachs Group history | 62.46K | $1.08M | 0.00% | Add |
| Prudential Financial history | 54.16K | $938.14K | 0.00% | Hold |
| Charles Schwab Investment Management history | 32.15K | $556.80K | 0.00% | Hold |
| Bank of America Corp history | 27.68K | $479.50K | 0.00% | Hold |
| Citadel Advisors history | 19.67K | $340.62K | 0.00% | Add |
| Citadel Advisors history | 19.67K | $340.62K | 0.00% | Add |
| Invesco Ltd history | 15.43K | $267.23K | 0.00% | Reduce |
| D. E. Shaw & Co history | 12.57K | $217.71K | 0.00% | New |
| Two Sigma Investments history | 12.05K | $208.65K | 0.00% | Reduce |
| Two Sigma Investments history | 12.05K | $208.65K | 0.00% | Reduce |
| Deutsche Bank AG history | 10.51K | $181.95K | 0.00% | Reduce |
| Deutsche Bank AG history | 10.51K | $181.95K | 0.00% | Reduce |
| PNC Financial Services history | 10.00K | $173.20K | 0.00% | Hold |
| JPMorgan Chase & Co history | 9.59K | $166.06K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 9.59K | $166.06K | 0.00% | Reduce |
| Wells Fargo & Co history | 9.26K | $160.37K | 0.00% | Add |
| Citigroup Inc history | 7.95K | $137.71K | 0.00% | Reduce |
| UBS Group AG history | 5.04K | $87.28K | 0.00% | Reduce |
| Legal & General Investment Management America history | 943 | $16.33K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 463 | $8.02K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 463 | $8.02K | 0.00% | Reduce |
| T. Rowe Price Associates history | 32.98K | $572 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 5.16K sh · $150.32K
Fully Exited (vs previous quarter)
- Marshall Wace sold 18.51K sh · $459.60K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wellington Management Group | 1.76M | 1.77M | 1.78M | 1.78M | 1.14M | 1.15M | 1.16M | 1.27M | 1.28M | 1.30M | 1.35M | 1.30M | 1.25M | 1.03M | 1.06M | 1.15M | 953.83K | 703.42K | 508.96K | 478.28K |
| BlackRock Inc | 1.04M | 939.04K | 953.04K | 1.03M | 1.06M | 1.13M | 983.66K | 880.40K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 311.40K | 269.91K | 265.99K | 272.71K | 277.42K | 275.26K | 264.49K | 265.27K | 259.27K | 248.11K | 235.35K | 227.01K | 218.73K | 201.07K | 188.58K | 185.67K | 182.71K | 177.30K | 170.82K | 169.92K |
| Northern Trust Corp | 92.99K | 88.28K | 84.73K | 93.82K | 94.00K | 93.39K | 99.26K | 95.85K | 98.92K | 100.52K | 102.25K | 94.19K | 91.70K | 83.34K | 85.03K | 83.80K | 85.44K | 86.22K | 88.50K | 89.22K |
| Citadel Advisors | 77.68K | 91.83K | 74.65K | 18.64K | 14.82K | 19.67K | 12.97K | 48.83K | 22.52K | 18.88K | 31.45K | — | — | 33.95K | 48.37K | 61.56K | 41.67K | 14.84K | — | — |
| BNY Mellon | 61.34K | 57.90K | 55.30K | 80.91K | 78.97K | 79.35K | 81.97K | 63.14K | 70.49K | 56.32K | 57.90K | 84.87K | 81.61K | 80.51K | 81.39K | 54.95K | 49.90K | 54.19K | 53.92K | 56.81K |
| Morgan Stanley | 56.96K | 49.62K | 64.30K | 55.84K | 66.91K | 98.82K | 96.72K | 101.19K | 89.59K | 109.17K | 105.20K | 92.19K | 94.62K | 63.30K | 45.21K | 12.54K | 18.80K | 9.12K | 10.56K | 8.10K |
| Two Sigma Investments | 55.84K | 60.98K | 75.62K | 13.03K | — | 12.05K | 22.41K | 15.20K | — | — | 14.47K | — | — | 18.41K | 17.57K | 23.52K | 8.68K | — | — | — |
| Arrowstreet Capital | 54.31K | 54.31K | 50.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 40.49K | 72.57K | 58.86K | 41.43K | 44.81K | 62.46K | 59.25K | 45.89K | 30.63K | 26.77K | 28.09K | 29.46K | 32.99K | 32.98K | 17.16K | 35.40K | 58.78K | 39.06K | 5.17K | 34.25K |
| AQR Capital Management | 38.13K | 32.62K | 27.40K | 26.44K | 15.74K | — | — | — | — | — | — | — | — | — | — | — | 7.79K | 7.79K | 7.79K | 8.56K |
| Charles Schwab Investment Management | 33.52K | 29.18K | 32.42K | 33.83K | 33.83K | 32.15K | 32.15K | 32.15K | 32.15K | 30.55K | 30.55K | 30.55K | 30.55K | 27.68K | 27.68K | 27.11K | 27.11K | 27.52K | 26.80K | 25.97K |
| Prudential Financial | 26.40K | 27.47K | 26.12K | 33.70K | 53.49K | 54.16K | 54.31K | 50.12K | 49.12K | 57.81K | 46.31K | 36.24K | 27.55K | 13.74K | — | — | — | — | — | — |
| D. E. Shaw & Co | 16.95K | 13.97K | 20.21K | 19.00K | 11.57K | 12.57K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 13.90K | 12.20K | 14.51K | 10.81K | 9.37K | 9.26K | 8.71K | 7.24K | 7.01K | 3.97K | 3.46K | 2.77K | 4.35K | 1.83K | 821 | 30 | 133 | 6.24K | 8.36K | 10.81K |
| Invesco Ltd | 12.97K | 10.30K | 11.46K | 12.78K | 13.69K | 15.43K | 17.43K | 17.07K | 44.16K | 36.56K | — | — | — | — | 18.66K | 12.51K | 72.25K | 11.88K | 52.94K | 64.96K |
| Deutsche Bank AG | 11.57K | 8.50K | 6.47K | 6.47K | 6.47K | 10.51K | 13.12K | — | — | 7.99K | 7.29K | 7.64K | 5.55K | 6.14K | 4.38K | 4.32K | 5.00K | 5.69K | 6.07K | 5.75K |
| PNC Financial Services | 9.32K | 9.32K | 9.24K | 10.23K | 10.23K | 10.00K | 10.00K | 10.00K | 10.10K | 10.10K | 10.10K | 16.11K | 16.11K | 16.00K | 16.00K | 19.50K | 19.50K | 19.50K | 19.50K | 19.50K |
| Bank of America Corp | 9.30K | 11.63K | 10.94K | 18.43K | 27.56K | 27.68K | 27.65K | 14.93K | 10.36K | 9.60K | 16.92K | 14.77K | 17.31K | 11.70K | 7.36K | 2.13K | 7.37K | 4.99K | 13.72K | 4.27K |
| Citigroup Inc | 6.43K | 1.84K | 1.37K | 1.02K | 3.87K | 7.95K | 8.85K | 8.36K | 2.58K | 2.40K | 1.81K | 98 | 3.38K | 1 | 70 | 156 | 743 | 439 | 2.61K | 1.15K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details