MVB Financial Corp. 13F holders
108 funds reported a position in MVB Financial Corp. in their 13F for the quarter ended 30 June 2026, together 7.5 million shares worth $218.1 million. Against the quarter before, 8 opened a position, 49 added, 23 trimmed and 11 sold out; together they bought a net 391,945 shares. The largest holders: Wellington Management Group LLP, BlackRock, Inc. and Dimensional Fund Advisors LP.
Funds holding108-3 on Q1 2026
Shares they held7.5Mworth $218.1 million
Net bought on the quarter391,945 sharesabout $11.4 million at the funds' values
Funds buying to selling57 to 34opened or added, to cut or sold
Opened 8Added 49Held 28Trimmed 23Sold out 11
What each fund did in MVBF against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in MVBF in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 22 reported a position in MVB Financial Corp.: 2 opened one, 6 added, 2 trimmed and 1 sold out, a net 3,580 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Strs Ohio | +4,400 | 15,300 | added | 13F |
| Sippican Capital Advisors | -954 | 38,964 | trimmed | 13F |
| Spire Wealth Management | +350 | 350 | new | 13F |
| SJS Investment Consulting Inc. | +47 | 47 | new | 13F |
| Farther Finance Advisors, LLC | +13 | 15 | added | 13F |
| Gamma Investing LLC | +9 | 857 | added | 13F |
| IFP Advisors, Inc | +9 | 72 | added | 13F |
| Essential Partners LLC | +7 | 64 | added | 13F |
| Sterling Capital Management LLC | -4 | 235 | trimmed | 13F |
| True Wealth Design, LLC | +3 | 20 | added | 13F |
| First Horizon Corp. | -300 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in MVB Financial Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 311,400 shares worth $9.0 million, 0.0% of its reported book. In the quarter, 3 funds added or opened a position and 1 trimmed or sold out; together they bought a net 37,814 shares, about $1.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 311,400 | $9.0 million | 0.0% | +41,490 | added | 30 June 2026 | 13F |
| Citadel Advisors | 77,679 | $2.3 million | 0.0% | +1,444 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 55,840 | $1.6 million | 0.0% | -5,141 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 277 | $8,036 | 0.0% | +21 | added | 30 June 2026 | 13F |
Value is what the fund reported.
Read more
Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 1,763,416 | 23.43% | $51.2 million | 0.01% | -2,787 | 13F |
| BlackRock, Inc. | 1,039,372 | 13.81% | $30.2 million | 0.00% | +100,335 | 13F |
| Dimensional Fund Advisors LP | 533,007 | 7.08% | $15.5 million | 0.00% | +26,399 | 13F |
| Vanguard Capital Management LLC | 517,571 | 6.88% | $15.0 million | 0.00% | +12,727 | 13F |
| Geode Capital Management, LLC | 311,400 | 4.14% | $9.0 million | 0.00% | +41,490 | 13F |
| Ameriprise Financial Inc. | 276,860 | 3.68% | $8.0 million | 0.00% | +30,098 | 13F |
| Basswood Capital Management, L.l.c. | 257,731 | 3.42% | $7.5 million | 0.32% | +140,615 | 13F |
| State Street Corp. | 243,885 | 3.24% | $7.1 million | 0.00% | +1,670 | 13F |
| Endeavour Capital Advisors Inc. | 182,719 | 2.43% | $5.3 million | 1.09% | -5,200 | 13F |
| Kennedy Capital Management LLC | 122,447 | 1.63% | $3.6 million | 0.06% | -1,918 | 13F |
| Banc Funds Co. LLC | 116,010 | 1.54% | $3.4 million | 0.56% | +24,766 | 13F |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 112,129 | 1.49% | $3.3 million | 0.03% | +24,720 | 13F |
| Acadian Asset Management LLC | 100,404 | 1.33% | $2.9 million | 0.00% | -12,039 | 13F |
| Bridgeway Capital Management, LLC | 98,345 | 1.31% | $2.9 million | 0.05% | -17,329 | 13F |
| Northern Trust Corp. | 92,992 | 1.24% | $2.7 million | 0.00% | +4,709 | 13F |
| Pure Financial Advisors, LLC | 84,824 | 1.13% | $2.5 million | 0.03% | no change | 13F |
| Vanguard Portfolio Management LLC | 79,559 | 1.06% | $2.3 million | 0.00% | +14,841 | 13F |
| Vanguard Fiduciary Trust Co. | 78,124 | 1.04% | $2.3 million | 0.00% | +263 | 13F |
| Citadel Advisors LLC | 77,679 | 1.03% | $2.3 million | 0.00% | +1,444 | 13F |
| Kestra Advisory Services, LLC | 75,000 | 1.00% | $2.2 million | 0.01% | new | 13F |
| American Century Companies Inc. | 61,656 | 0.82% | $1.8 million | 0.00% | -15,895 | 13F |
| Bank of New York Mellon Corp | 61,345 | 0.81% | $1.8 million | 0.00% | +3,448 | 13F |
| Hotchkis & Wiley Capital Management LLC | 59,770 | 0.79% | $1.7 million | 0.01% | +400 | 13F |
| Morgan Stanley | 56,957 | 0.76% | $1.7 million | 0.00% | +7,342 | 13F |
| Qube Research & Technologies Ltd | 56,004 | 0.74% | $1.6 million | 0.00% | +22,264 | 13F |
| Two Sigma Investments, LP | 55,840 | 0.74% | $1.6 million | 0.00% | -5,141 | 13F |
| Arrowstreet Capital, Limited Partnership | 54,309 | 0.72% | $1.6 million | 0.00% | no change | 13F |
| AllianceBernstein L.P. | 56,331 | 0.75% | $1.4 million | 0.00% | +1,000 | 13F |
| Nuveen, LLC | 47,096 | 0.63% | $1.4 million | 0.00% | +1,255 | 13F |
| Price T Rowe Associates Inc. | 46,982 | 0.62% | $1.4 million | 0.00% | +7,037 | 13F |
| Squarepoint Ops LLC | 46,309 | 0.62% | $1.3 million | 0.00% | -6,512 | 13F |
| Cerity Partners LLC | 46,126 | 0.61% | $1.3 million | 0.00% | +13,715 | 13F |
| Empowered Funds, LLC | 40,816 | 0.54% | $1.2 million | 0.01% | +2,971 | 13F |
| Goldman Sachs Group Inc. | 40,487 | 0.54% | $1.2 million | 0.00% | -32,080 | 13F |
| Sippican Capital Advisors | 39,918 | 0.53% | $1.2 million | 0.71% | no change | 13F |
| AQR Capital Management LLC | 38,132 | 0.51% | $1.1 million | 0.00% | +5,507 | 13F |
| Charles Schwab Investment Management Inc. | 33,520 | 0.45% | $972,415 | 0.00% | +4,336 | 13F |
| Quantinno Capital Management LP | 32,849 | 0.44% | $952,961 | 0.00% | +4,312 | 13F |
| First Manhattan Co. LLC. | 30,000 | 0.40% | $870,300 | 0.00% | +1,500 | 13F |
| Trexquant Investment LP | 27,426 | 0.36% | $795,628 | 0.01% | +1,896 | 13F |
| Emerald Mutual Fund Advisers Trust | 27,293 | 0.36% | $791,770 | 0.03% | no change | 13F |
| Prudential Financial Inc. | 26,400 | 0.35% | $765,864 | 0.00% | -1,070 | 13F |
| McKinley Carter Wealth Services, Inc. | 25,877 | 0.34% | $750,692 | 0.04% | no change | 13F |
| Hoge Financial Services, LLC | 23,764 | 0.32% | $689,405 | 0.33% | +142 | 13F |
| State of Wisconsin Investment Board | 21,800 | 0.29% | $632,418 | 0.00% | +2,360 | 13F |
| J.W. Cole Advisors, Inc. | 20,770 | 0.28% | $602,538 | 0.01% | 13F | |
| Daytona Street Capital LLC | 19,620 | 0.26% | $560,543 | 0.41% | no change | 13F |
| Cresset Asset Management, LLC | 18,028 | 0.24% | $523,001 | 0.00% | +107 | 13F |
| D. E. Shaw & Co., Inc. | 16,947 | 0.23% | $491,632 | 0.00% | +2,972 | 13F |
| First National Trust Co | 15,683 | 0.21% | $454,963 | 0.01% | no change | 13F |
The 50 largest of the 108 funds that reported a position in MVBF in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read more
Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 January 2026 | 13G | The Vanguard Group and 1 other | 634,414 | 5.0% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 9 January 2026 | 13G/A | TimesSquare Capital Management, LLC and 1 other | 0 | 0.0% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read more
Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 6 | $30.43 | SEC |
| 25 August 2026 | 5 | $30.25 | SEC |
| 14 August 2026 | 1,665 | $30.60 | SEC |
| 13 August 2026 | 915 | $30.58 | SEC |
| 4 August 2026 | 310 | $30.81 | SEC |
| 3 August 2026 | 250 | $30.65 | SEC |
| 29 July 2026 | 43 | $29.78 | SEC |
| 23 July 2026 | 9 | $28.92 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.