Filing Research | MVBF - MVB FINL CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Sippican Capital Advisors	Shares	39.9KSH	$1.2M
2	J.W. COLE ADVISORS, INC.	Shares	20.8KSH	$602.5K
3	Police & Firemen's Retirement System of New Jersey	Shares	3.1KSH	$88.9K
4	Versant Capital Management, Inc	Shares	2.2KSH	$62.7K
5	GAMMA Investing LLC	Shares	848SH	$24.6K
6	CITY HOLDING CO	Shares	380SH	$11.0K
7	FIRST HORIZON CORP	Shares	300SH	$8.7K
8	SIGNATUREFD, LLC	Shares	70SH	$2.0K
9	IFP Advisors, Inc	Shares	63SH	$1.8K
10	EverSource Wealth Advisors, LLC	Shares	62SH	$1.8K
11	True Wealth Design, LLC	Shares	17SH	$494
12	Farther Finance Advisors, LLC	Shares	2SH	$58
13	SBI Securities Co., Ltd.	Shares	1SH	$29
14	State of Alaska, Department of Revenue	Shares	751SH	$21

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+20.8K	+$602.5K	$602.5K
2	Sippican Capital Advisors unchanged	Shares	0	+$166.9K	$1.2M
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$12.8K	$88.9K
4	Versant Capital Management, Inc unchanged	Shares	0	+$9.0K	$62.7K
5	GAMMA Investing LLC unchanged	Shares	0	+$3.5K	$24.6K
6	CITY HOLDING CO unchanged	Shares	0	+$1.6K	$11.0K
7	FIRST HORIZON CORP unchanged	Shares	0	+$1.3K	$8.7K
8	IFP Advisors, Inc added	Shares	+21	+$785	$1.8K
9	SIGNATUREFD, LLC unchanged	Shares	0	+$293	$2.0K
10	Farther Finance Advisors, LLC new	Shares	+2	+$58	$58
11	SBI Securities Co., Ltd. unchanged	Shares	0	+$4	$29
12	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$21
13	True Wealth Design, LLC trimmed	Shares	-5	-$53	$494
14	EverSource Wealth Advisors, LLC trimmed	Shares	-266	-$6.3K	$1.8K
15	CWA Asset Management Group, LLC exited	Shares	-10.6K	-$264.2K	$0

Filing Research | MVBF - MVB FINL CORP Institutional Holdings