Position in MVBF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,460,744
+$354,565 QoQ
Shares Held
84,824
0.0% QoQ
Ownership
0.654%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#16
of 109 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pure Financial Advisors, LLC holds $80,606,777 across 11 Banks - Regional names. MVBF ranks #2 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASH |
Pathward Financial, Inc.
|
0 | $73,076,146 | |
| 2 | MVBF |
Mvb Financial Corp
This page
|
84,824 | $2,460,744 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 4 | MTB |
M&T Bank Corp
|
4,708 | $1,120,551 | |
| 5 | USB |
US Bancorp De
|
12,604 | $761,281 | |
| 6 | NWG |
NatWest Group plc
|
23,593 | $415,944 | |
| 7 | EFSC |
Enterprise Financial Services Corp
|
6,204 | $408,719 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,197 | $353,101 |
All Filings in MVBF
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,460,744 | 84,824 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,106,179 | 84,824 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,191,003 | 84,824 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,125,689 | 84,824 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,911,084 | 84,824 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,469,151 | 84,824 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,755,856 | 84,824 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,642,192 | 84,824 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,581,119 | 84,824 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,892,423 | 84,824 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,913,629 | 84,824 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,915,325 | 84,824 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,788,089 | 84,824 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,750,767 | 84,824 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,867,824 | 84,824 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,360,651 | 84,824 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,638,874 | 84,824 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $3,520,196 | 84,824 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $3,521,892 | 84,824 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,633,011 | 84,824 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,618,591 | 84,824 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $2,867,051 | 84,824 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,923,808 | 84,824 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,354,639 | 84,824 | Shares | Sole | 2020-10-07 | |
| No filing history on record for this holder in this stock. | ||||||