99 tracked 13F filers disclose a position in MVBF as of the latest SEC 13F filings, a combined $124.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $23.3M | 939K | ▼−1.5% Reduced · −14K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $12.6M | 507K | ▲+4.0% Added · +20K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $12.5M | 505K | →First observed position No prior filed position | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $6.7M | 270K | ▲+1.5% Added · +4K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $6.1M | 247K | ▲+3.6% Added · +9K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $6.0M | 242K | ▲+1.7% Added · +4K sh | Q1 2026 | |
| 7 | KENNEDY CAPITAL MANAGEMENT LLC | $3.1M | 124K | ▲+3.0% Added · +4K sh | Q1 2026 | |
| 8 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $2.9M | 117K | ▲New +117K sh | Q1 2026 | |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.9M | 116K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $2.2M | 88K | ▲+4.2% Added · +4K sh | Q1 2026 | |
| 11 | DIAMOND HILL CAPITAL MANAGEMENT INC | $2.2M | 87K | ▲+36% Added · +23K sh | Q1 2026 | |
| 12 | Pure Financial Advisors, LLC | $2.1M | 85K | —Held | Q1 2026 | |
| 13 | VANGUARD FIDUCIARY TRUST CO | $1.9M | 78K | →First observed position No prior filed position | Q1 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $1.9M | 78K | ▼−33% Reduced · −38K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $1.9M | 76K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $2.2M | 75K | ▲New +75K sh | Q2 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $1.8M | 73K | ▲+23% Added · +14K sh | Q1 2026 | |
| 18 | Ategra Capital Management, LLC | $1.8M | 71K | ▼−36% Reduced · −39K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6M | 65K | →First observed position No prior filed position | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $1.5M | 61K | ▼−19% Reduced · −15K sh | Q1 2026 | |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $1.5M | 59K | ▲New +59K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $1.4M | 58K | ▲+4.7% Added · +3K sh | Q1 2026 | |
| 23 | ALLIANCEBERNSTEIN L.P. | $1.4M | 55K | —Held | Q1 2026 | |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.3M | 54K | ▲+7.5% Added · +4K sh | Q1 2026 | |
| 25 | Squarepoint Ops LLC | $1.3M | 53K | ▲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 14 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 28 funds | $8.9B |
| ALPHABET INC-CL AGOOGL | 28 funds | $5.4B |
| AMAZON.COM INCAMZN | 27 funds | $7.7B |
| BROADCOM INCAVGO | 27 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $4.1B |
| VISA INC-CLASS A SHARESV | 27 funds | $2.2B |
| UNITEDHEALTH GROUP INCUNH | 27 funds | $1.8B |
| BANK OF AMERICA CORPBAC | 27 funds | $1.4B |
| CHEVRON CORPCVX | 27 funds | $1.4B |
| RTX CORPRTX | 27 funds | $1.3B |
| MORGAN STANLEYMS | 27 funds | $1.1B |
| COMCAST CORP-CLASS ACMCSA | 27 funds | $1.1B |
Ranked by how many of MVBF's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 1K | $22K |
| May 12, 2025 | Rodriguez Joseph Ryan | Chief Risk Officer | Buy (P) | 1K | $22K |
| 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 |
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.