Position in MVBF
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$2,106,179
-$84,824 QoQ
Shares Held
84,824
0.0% QoQ
Ownership
0.660%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pure Financial Advisors, LLC holds $6,014,758 across 11 Banks - Regional names. MVBF ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MVBF |
Mvb Financial Corp
This page
|
84,824 | $2,106,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,018 | $1,044,195 | |
| 3 | MTB |
M&T Bank Corp
|
4,742 | $980,266 | |
| 4 | USB |
US Bancorp De
|
10,924 | $568,157 | |
| 5 | EFSC |
Enterprise Financial Services Corp
|
6,134 | $331,910 | |
| 6 | WTFC |
Wintrust Financial Corp
|
2,268 | $315,115 | |
| 7 | NWG |
NatWest Group plc
|
16,468 | $245,373 | |
| 8 | TFC |
Truist Financial Corp
|
4,421 | $203,233 |
All Filings in MVBF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||