Among active 13F managers last quarter, 8 opened and 15 added, while 10 reduced; the largest holder to move was Endeavour Capital Advisors Inc (−2.8%). Over the last 180 days, 1 insider bought and none sold, a net $0 in open-market trades.
Funds lean in and no leg opposes.
103 tracked 13F filers disclose a position in MVBF as of the latest SEC 13F filings, a combined $145.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.0M | $30.2M | ▲+11% Added · +100K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 518K | $15.0M | ▲+2.5% Added · +13K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 507K | $12.6M | ▲+4.0% Added · +20K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 311K | $9.0M | ▲+15% Added · +41K sh | Q2 2026 | |
| 5 | Ameriprise Financial Inc | 247K | $6.1M | ▲+3.6% Added · +9K sh | Q1 2026 | |
| 6 | State Street Corp | 244K | $7.1M | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 7 | Endeavour Capital Advisors Inc | 183K | $5.3M | ▼−2.8% Reduced · −5K sh | Q2 2026 | |
| 8 | Kennedy Capital Management LLC | 124K | $3.1M | ▲+3.0% Added · +4K sh | Q1 2026 | |
| 9 | Basswood Capital Management, L.L.C. | 117K | $2.9M | ▲New +117K sh | Q1 2026 | |
| 10 | Diamond Hill Capital Management, LLC (Investment Advisor) | 112K | $3.3M | ▲+28% Added · +25K sh | Q2 2026 | |
| 11 | Bridgeway Capital Management, LLC | 98K | $2.9M | ▼−15% Reduced · −17K sh | Q2 2026 | |
| 12 | Northern Trust Corp | 88K | $2.2M | ▲+4.2% Added · +4K sh | Q1 2026 | |
| 13 | Pure Financial Advisors, LLC | 85K | $2.5M | —Held | Q2 2026 | |
| 14 | Vanguard Portfolio Management LLC | 80K | $2.3M | ▲+23% Added · +15K sh | Q2 2026 | |
| 15 | Vanguard Fiduciary Trust Co | 78K | $2.3M | ▲+0.3% Added · +263 sh | Q2 2026 | |
| 16 | Citadel Advisors LLC | 78K | $2.3M | ▲+1.9% Added · +1K sh | Q2 2026 | |
| 17 | American Century Companies Inc | 78K | $1.9M | ▼−33% Reduced · −38K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | 75K | $2.2M | ▲New +75K sh | Q2 2026 | |
| 19 | Goldman Sachs Group Inc | 73K | $1.8M | ▲+23% Added · +14K sh | Q1 2026 | |
| 20 | Two Sigma Investments, LP | 61K | $1.5M | ▼−19% Reduced · −15K sh | Q1 2026 | |
| 21 | Hotchkis & Wiley Capital Management LLC | 60K | $1.7M | ▲+0.7% Added · +400 sh | Q2 2026 | |
| 22 | Bank of New York Mellon Corp | 58K | $1.4M | ▲+4.7% Added · +3K sh | Q1 2026 | |
| 23 | AllianceBernstein L.P. | 55K | $1.4M | —Held | Q1 2026 | |
| 24 | Arrowstreet Capital, Limited Partnership | 54K | $1.3M | ▲+7.5% Added · +4K sh | Q1 2026 | |
| 25 | Squarepoint Ops LLC | 53K | $1.3M | ▲New +53K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in MVBF and 15 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 43 funds | $124.4B |
| Amazon.com IncAMZN | 43 funds | $95.0B |
| Alphabet Inc-CL AGOOGL | 43 funds | $86.2B |
| JPMorgan Chase & CoJPM | 43 funds | $28.7B |
| Bank Of America CorpBAC | 43 funds | $14.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 42 funds | $19.7B |
| Apple IncAAPL | 41 funds | $143.1B |
| Broadcom IncAVGO | 41 funds | $84.6B |
| Meta Platforms Inc-Class AMETA | 41 funds | $51.0B |
| Eli Lilly & CoLLY | 41 funds | $41.6B |
| Chevron CorpCVX | 41 funds | $11.7B |
| Bristol-Myers Squibb CoBMY | 41 funds | $8.1B |
Ranked by how many of MVBF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MVBF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | Famularo Adam Francis | Director | Buy (P) | 2K | — |
| Dec 5, 2025 | Cordella Richard James JR | Director | Buy (P) | 500 | $14K |
| Nov 3, 2025 | Sumbs Michael Robert | Chief Financial Officer | Buy (P) | 2K | $52K |
| May 12, 2025 | Rodriguez Joseph Ryan | Chief Risk Officer | Buy (P) 2 lots, same day | 2K | $43K |
| May 8, 2025 | Rodriguez Joseph Ryan | Chief Risk Officer | Buy (P) | 4K | $74K |
| May 1, 2025 | Mazza Larry F | CEO, Director | Sell (S) | 7K | $122K |
| May 1, 2025 | Greathouse Craig Bradley | Chief Administrative Officer | Sell (S) | 1K | $22K |
| Mar 14, 2025 | Robinson Donald T | President and CFO | Buy (P) | 1K | $25K |
| Mar 12, 2025 | Becker W Marston | Director | Buy (P) | 6K | — |
| Mar 12, 2025 | Giorgio Michael Louis | Chief Information Officer | Buy (P) | 6K | $100K |
| Mar 11, 2025 | Maculaitis Victor Ray | Director | Buy (P) | 250 | $4K |
| Mar 11, 2025 | Herrick Glen William | Director | Buy (P) | 3K | — |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 42 | 21 | – |
Insiders Form 4 open-market | 1 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MVBF
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MVBF/capital-change-brief"
Use Arkolith's capital_change_brief for MVBF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MVBF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.