MVB Financial Corp: which funds bought and sold

Institutions that bought and sold MVB Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 58 institutions that filed 13F reports for both quarters added to or opened positions in MVB Financial, and 34 cut or closed them. Together they added a net 413K shares, +5.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 11K shares (−0.4%); index fund managers were net buyers of 181K shares (+8.1%). 10 opened a new position and 11 sold out entirely.

Bought, Q2 2026 58 institutions, 10 of them new holders Sold, Q2 2026 34 institutions, 11 of them sold out

Net change, all compared +413K shares (+5.8%)

Net change, active managers −11K shares (−0.4%), 11 bought, 8 sold

Buyers versus sellers

institutions compared, 119

58 bought 27 34 sold

Active managers and hedge funds 11 bought · 8 sold · −11K

Index fund managers 9 bought · 0 sold · +181K

Other institutions 38 bought · 26 sold · +243K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Basswood Capital Management, L.L.C.	+141K +120.1%	258K	$7.5M
Blackrock, Inc. Index funds	+100K +10.7%	1.0M	$30.2M
Kestra Advisory Services, LLC	+75K New position	75K	$2.2M
Geode Capital Management, LLC Index funds	+41K +15.4%	311K	$9M
Ameriprise Financial Inc	+30K +12.2%	277K	$8M
Dimensional Fund Advisors LP	+26K +5.2%	533K	$15.5M
Banc Funds Co LLC	+25K +27.1%	116K	$3.4M
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager	+25K +28.3%	112K	$3.3M
Qube Research & Technologies Ltd Hedge fund	+22K +66.0%	56K	$1.6M
J.W. Cole Advisors, Inc.	+21K New position	21K	$602,538
Vanguard Portfolio Management LLC Index funds	+15K +22.9%	80K	$2.3M
Cerity Partners LLC	+14K +42.3%	46K	$1.3M
Vanguard Capital Management LLC Index funds	+13K +2.5%	518K	$15M
Cm Wealth Advisors LLC	+12K New position	12K	$334,079
Xtx Topco Ltd	+8,158 New position	8,158	$236,664
Onedigital Investment Advisors LLC	+8,134 New position	8,134	$235,967
Morgan Stanley	+7,342 +14.8%	57K	$1.7M
Price T Rowe Associates Inc Active manager	+7,037 +17.6%	47K	$1.4M
AQR Capital Management LLC Hedge fund	+5,507 +16.9%	38K	$1.1M
Russell Investments Group, Ltd.	+5,163 +487.5%	6,222	$180,499

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager	+25K +28.3%	112K	$3.3M
Qube Research & Technologies Ltd Hedge fund	+22K +66.0%	56K	$1.6M
Price T Rowe Associates Inc Active manager	+7,037 +17.6%	47K	$1.4M
AQR Capital Management LLC Hedge fund	+5,507 +16.9%	38K	$1.1M
D. E. Shaw & Co., Inc. Hedge fund	+2,972 +21.3%	17K	$491,632
Trexquant Investment LP Hedge fund	+1,896 +7.4%	27K	$795,628
First Manhattan Co. Llc. Active manager	+1,500 +5.3%	30K	$870,300
Citadel Advisors LLC Hedge fund	+1,444 +1.9%	78K	$2.3M
Alliancebernstein L.P. Active manager	+1,000 +1.8%	56K	$1.4M
Hotchkis & Wiley Capital Management LLC Active manager	+400 +0.7%	60K	$1.7M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Ategra Capital Management, LLC	−71K Sold out	0	—
Goldman Sachs Group Inc	−32K −44.2%	40K	$1.2M
Marshall Wace, LLP Hedge fund	−19K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−17K −15.0%	98K	$2.9M
American Century Companies Inc Active manager	−16K −20.5%	62K	$1.8M
Acadian Asset Management LLC Active manager	−12K −10.7%	100K	$2.9M
Sei Investments Co	−11K Sold out	0	—
Cwa Asset Management Group, LLC	−11K Sold out	0	—
Osaic Holdings, Inc.	−6,734 −99.5%	31	$899
Squarepoint Ops LLC Hedge fund	−6,512 −12.3%	46K	$1.3M
Hamilton Capital Partners Inc.	−5,921 Sold out	0	—
Endeavour Capital Advisors Inc	−5,200 −2.8%	183K	$5.3M
Two Sigma Investments, LP Hedge fund	−5,141 −8.4%	56K	$1.6M
UBS Group AG	−4,711 −43.9%	6,032	$174,989
Pier 88 Investment Partners LLC	−4,400 −81.5%	1,000	$29,010
Wellington Management Group LLP Active manager	−2,787 −0.2%	1.8M	$51.2M
Bank Of America Corp	−2,327 −20.0%	9,300	$269,793
Tower Research Capital LLC (TRC)	−2,266 −60.7%	1,465	$42,500
Kennedy Capital Management LLC Active manager	−1,918 −1.5%	122K	$3.6M
Rockefeller Capital Management L.P.	−1,612 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−19K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−17K −15.0%	98K	$2.9M
American Century Companies Inc Active manager	−16K −20.5%	62K	$1.8M
Acadian Asset Management LLC Active manager	−12K −10.7%	100K	$2.9M
Squarepoint Ops LLC Hedge fund	−6,512 −12.3%	46K	$1.3M
Two Sigma Investments, LP Hedge fund	−5,141 −8.4%	56K	$1.6M
Wellington Management Group LLP Active manager	−2,787 −0.2%	1.8M	$51.2M
Kennedy Capital Management LLC Active manager	−1,918 −1.5%	122K	$3.6M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Kestra Advisory Services, LLC	75K	$2.2M
J.W. Cole Advisors, Inc.	21K	$602,538
Cm Wealth Advisors LLC	12K	$334,079
Xtx Topco Ltd	8,158	$236,664
Onedigital Investment Advisors LLC	8,134	$235,967
Royal Bank Of Canada	1,910	$56,000
Integrated Wealth Concepts LLC	129	$3,741
Quarry LP	59	$1,712
Us Bancorp	12	$348
Farther Finance Advisors, LLC	2	$58

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Ategra Capital Management, LLC	71K	$1.8M
Marshall Wace, LLPHedge fund	19K	$459,603
Sei Investments Co	11K	$272,480
Cwa Asset Management Group, LLC	11K	$264,216
Hamilton Capital Partners Inc.	5,921	$147,018
Rockefeller Capital Management L.P.	1,612	$40,026
Advisory Services Network, LLC	361	$8,964
Simplex Trading, LLC	146	$3,625
Optiver Holding B.V.	124	$3,079
Root Financial Partners, LLC	12	$298

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 108
Ten largest holders: 69.7%
Index fund managers: 32.0%
Active managers and hedge funds: 37.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	11	8	0	1	−11K	−0.4%
Index fund managers	9	0	0	0	+181K	+8.1%
Other institutions	38	26	10	10	+243K	+11.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on MVB Financial.

Only managers that filed a holdings report for both quarters are compared (119 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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