MVBFNasdaqState Commercial BanksFiscal year ends December 31
MVB FINANCIAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$29.11−0.12 (-0.41%)
Close on Oct 19, 2026
- Market cap
- $383.86M
- P/E (TTM)
- 9.8
- Dividend yield
- 2.34%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
58.1%
8M of 13M shares
Institutional holders
109
10 new, 11 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $65.85K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 889,586 | 7.00% | 13G (passive) amendment | Dec 31, 2023 |
| Bay Pond Partners, L.P. | 728,409 | 5.60% | 13G (passive) | Jul 17, 2025 |
| Wellington Investment Advisors Holdings LLP | 1,715,948 | 13.20% | 13G (passive) amendment | Jul 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MVBF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 1,763,416 | 13.60% | $51.16M | −2,787 | 0.01% |
| BlackRock, Inc. | 1,039,372 | 8.02% | $30.15M | +100,335 | 0.00% |
| Dimensional Fund Advisors LP | 533,007 | 4.11% | $15.46M | +26,399 | 0.00% |
| Vanguard Capital Management LLC | 517,571 | 3.99% | $15.01M | +12,727 | 0.00% |
| Geode Capital Management, LLC | 311,400 | 2.40% | $9.04M | +41,490 | 0.00% |
| Ameriprise Financial Inc | 276,860 | 2.14% | $8.03M | +30,098 | 0.00% |
| Basswood Capital Management, L.L.C. | 257,731 | 1.99% | $7.48M | +140,615 | 0.30% |
| State Street Corp | 243,885 | 1.88% | $7.08M | +1,670 | 0.00% |
| Endeavour Capital Advisors Inc | 182,719 | 1.41% | $5.30M | −5,200 | 1.09% |
| Kennedy Capital Management LLC | 122,447 | 0.94% | $3.55M | −1,918 | 0.06% |
| Banc Funds Co LLC | 116,010 | 0.89% | $3.37M | +24,766 | 0.56% |
| Diamond Hill Capital Management Inc | 112,129 | 0.86% | $3.25M | +24,720 | 0.03% |
| Acadian Asset Management LLC | 100,404 | 0.77% | $2.91K | −12,039 | 0.00% |
| Bridgeway Capital Management, LLC | 98,345 | 0.76% | $2.85M | −17,329 | 0.05% |
| Northern Trust Corp | 92,992 | 0.72% | $2.70M | +4,709 | 0.00% |
| Pure Financial Advisors, LLC | 84,824 | 0.65% | $2.46M | – | 0.03% |
| Vanguard Portfolio Management LLC | 79,559 | 0.61% | $2.31M | +14,841 | 0.00% |
| Vanguard Fiduciary Trust Co | 78,124 | 0.60% | $2.27M | +263 | 0.00% |
| Citadel Advisors LLC | 77,679 | 0.60% | $2.25M | +1,444 | 0.00% |
| Kestra Advisory Services, LLC | 75,000 | 0.58% | $2.18M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 109 | 8M | 58.1% | 10 / 49 | 23 / 11 | 1M | 0M |
| Q1 2026 | 111 | 7M | 54.9% | 17 / 34 | 32 / 10 | 1M | 0M |
| Q4 2025 | 105 | 7M | 53.4% | 19 / 29 | 30 / 11 | 1M | 1M |
| Q3 2025 | 97 | 7M | 54.1% | 12 / 34 | 24 / 7 | 1M | 1M |
| Q2 2025 | 93 | 7M | 52.0% | 12 / 28 | 34 / 7 | 0M | 1M |
| Q1 2025 | 88 | 7M | 53.7% | 10 / 28 | 27 / 9 | 1M | 0M |
| Q4 2024 | 88 | 7M | 53.3% | 12 / 35 | 15 / 9 | 1M | 0M |
| Q3 2024 | 85 | 6M | 49.4% | 10 / 30 | 19 / 3 | 1M | 0M |
| Q2 2024 | 79 | 6M | 49.6% | 8 / 34 | 21 / 8 | 0M | 0M |
| Q1 2024 | 79 | 7M | 51.4% | 9 / 26 | 24 / 7 | 1M | 0M |
| Q4 2023 | 77 | 6M | 48.9% | 9 / 30 | 17 / 1 | 1M | 0M |
| Q3 2023 | 69 | 6M | 44.7% | 8 / 21 | 22 / 7 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MVBF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 371,925 | 2.87% | $10.79M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 324,944 | 2.51% | $9.43M | 0.01% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 190,592 | 1.47% | $5.84M | 0.23% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 134,591 | 1.04% | $3.90M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 130,010 | 1.00% | $3.98M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 124,768 | 0.96% | $3.62M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 85,411 | 0.66% | $2.62M | 0.01% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 70,332 | 0.54% | $2.16M | 0.01% | Jul 31, 2026 |
| Diamond Hill Small Cap Fund | 61,482 | 0.47% | $1.78M | 0.58% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 59,092 | 0.46% | $1.58M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 57,696 | 0.44% | $1.54M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 46,921 | 0.36% | $1.44M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 44,072 | 0.34% | $1.35M | 0.01% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 43,884 | 0.34% | $1.35M | 0.02% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 41,424 | 0.32% | $1.27M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Larry F. Mazza | President & CEO, Director | 750,716 | 5.79% | Jun 8, 2026 |
| Michael Robert Sumbs | Chief Financial Officer | 2,497 | 0.02% | Jul 28, 2026 |
| Jonathan Thomas Logan | Chief Accounting Officer | 0 | – | May 5, 2026 |
| Craig Bradley Greathouse | Chief Administrative Officer | 27,481 | 0.21% | May 5, 2026 |
| Michael Louis Giorgio | CIO and COO | 9,973 | 0.08% | May 5, 2026 |
| Joseph Ryan Rodriguez | Chief Risk and Legal Officer | 10,304 | 0.08% | May 5, 2026 |
| Donald T. Robinson | President and CFO | 67,997 | 0.52% | May 5, 2025 |
| Victor Ray Maculaitis | Director | 4,251 | 0.03% | Jul 2, 2026 |
| Jan Lynn Owen | Director | 13,831 | 0.11% | Jul 2, 2026 |
| Cheryl Spielman | Director | 33,674 | 0.26% | Jul 2, 2026 |
| Adam Francis Famularo | Director | 1,835 | 0.01% | Jul 2, 2026 |
| Richard James Cordella JR | Director | 4,291 | 0.03% | Jul 2, 2026 |
| John W. Ebert | Director | 123,654 | 0.95% | Jul 2, 2026 |
| Kelly R. Nelson | Director | 98,786 | 0.76% | Jul 2, 2026 |
| W. Marston Becker | Director | 64,202 | 0.50% | Jun 3, 2025 |
| Glen William Herrick | Director | 3,000 | 0.02% | Jun 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Robert Sumbs Chief Financial Officer | Jul 25, 2026 | Option exercise | +497 | – | – | 2,497 |
| Michael Robert Sumbs Chief Financial Officer | Jul 25, 2026 | Tax withholding | −142 | $29.10 | $4.13K | 2,355 |
| Richard James Cordella JR Director | Jun 23, 2026 | Option exercise | +3,791 | – | – | 4,291 |
| Adam Francis Famularo Director | Jun 12, 2026 | Buy | +1,835 | – | – | 1,835 |
| Kelly R. Nelson Director | Jun 1, 2026 | Option exercise | +4,001 | – | – | 98,786 |
| Jan Lynn Owen Director | Jun 1, 2026 | Option exercise | +4,001 | – | – | 13,831 |
| John W. Ebert Director | Jun 1, 2026 | Option exercise | +4,001 | – | – | 123,654 |
| Victor Ray Maculaitis Director | Jun 1, 2026 | Option exercise | +4,001 | – | – | 4,251 |
| Cheryl Spielman Director | Jun 1, 2026 | Option exercise | +4,001 | – | – | 33,674 |
| Larry F. Mazza President & CEO, Director | May 1, 2026 | Option exercise | +5,724 | – | – | 728,412 |
| Larry F. Mazza President & CEO, Director | May 1, 2026 | Option exercise | +1,471 | – | – | 711,071 |
| Larry F. Mazza President & CEO, Director | May 1, 2026 | Option exercise | +5,341 | – | – | 716,412 |
| Larry F. Mazza President & CEO, Director | May 1, 2026 | Option exercise | +6,276 | – | – | 722,688 |
| Larry F. Mazza President & CEO, Director | May 1, 2026 | Award | +11,061 | – | – | 739,473 |
| Larry F. Mazza President & CEO, Director | May 1, 2026 | Tax withholding | −10,867 | $25.68 | $279.06K | 728,606 |
| Craig Bradley Greathouse Chief Administrative Officer | May 1, 2026 | Option exercise | +1,492 | – | – | 26,900 |
| Craig Bradley Greathouse Chief Administrative Officer | May 1, 2026 | Option exercise | +1,267 | – | – | 28,167 |
| Craig Bradley Greathouse Chief Administrative Officer | May 1, 2026 | Option exercise | +1,359 | – | – | 29,526 |
| Craig Bradley Greathouse Chief Administrative Officer | May 1, 2026 | Tax withholding | −2,118 | $25.68 | $54.39K | 27,408 |
| Craig Bradley Greathouse Chief Administrative Officer | May 1, 2026 | Award | +2,830 | – | – | 30,817 |
| Craig Bradley Greathouse Chief Administrative Officer | May 1, 2026 | Option exercise | +305 | – | – | 25,408 |
| Michael Louis Giorgio CIO and COO | May 1, 2026 | Tax withholding | −947 | $25.68 | $24.32K | 9,973 |
| Michael Louis Giorgio CIO and COO | May 1, 2026 | Option exercise | +1,359 | – | – | 10,920 |
| Michael Louis Giorgio CIO and COO | May 1, 2026 | Option exercise | +1,267 | – | – | 9,561 |
| Joseph Ryan Rodriguez Chief Risk and Legal Officer | May 1, 2026 | Option exercise | +1,658 | – | – | 10,304 |
| Joseph Ryan Rodriguez Chief Risk and Legal Officer | May 1, 2026 | Tax withholding | −469 | $25.68 | $12.04K | 9,835 |
| Joseph Ryan Rodriguez Chief Risk and Legal Officer | May 1, 2026 | Tax withholding | −469 | $25.68 | $12.04K | 9,835 |
| Joseph Ryan Rodriguez Chief Risk and Legal Officer | May 1, 2026 | Option exercise | +1,658 | – | – | 10,304 |
| Larry F. Mazza President & CEO, Director | Jan 29, 2026 | Option exercise | +100,000 | $12.50 | $1.25M | 726,358 |
| Larry F. Mazza President & CEO, Director | Jan 29, 2026 | Tax withholding | −16,758 | $28.26 | $473.58K | 709,600 |
| Joseph Ryan Rodriguez Chief Risk and Legal Officer | Jan 2, 2026 | Option exercise | +5,112 | – | – | 10,362 |
| Joseph Ryan Rodriguez Chief Risk and Legal Officer | Jan 2, 2026 | Tax withholding | −1,716 | $25.46 | $43.69K | 8,646 |
| Kelly R. Nelson Director | Dec 30, 2025 | Option exercise | +1,000 | $12.50 | $12.50K | 94,785 |
| Kelly R. Nelson Director | Dec 30, 2025 | Option exercise | +1,000 | $12.85 | $12.85K | 93,785 |
| Kelly R. Nelson Director | Dec 30, 2025 | Option exercise | +1,000 | $19.65 | $19.65K | 92,785 |
| John W. Ebert Director | Dec 12, 2025 | Option exercise | +1,000 | $12.50 | $12.50K | 118,862 |
| Richard James Cordella JR Director | Dec 5, 2025 | Buy | +500 | $27.70 | $13.85K | 500 |
| Michael Robert Sumbs Chief Financial Officer | Nov 3, 2025 | Buy | +2,000 | $26.00 | $52.00K | 2,000 |
| Cheryl Spielman Director | Oct 1, 2025 | Option exercise | +390 | – | – | 29,673 |
| Kelly R. Nelson Director | Oct 1, 2025 | Option exercise | +390 | – | – | 91,785 |
| Jan Lynn Owen Director | Oct 1, 2025 | Option exercise | +390 | – | – | 9,830 |
| W. Marston Becker Director | Jun 1, 2025 | Option exercise | +4,143 | – | – | 64,202 |
| John W. Ebert Director | Jun 1, 2025 | Option exercise | +4,143 | – | – | 115,434 |
| Jan Lynn Owen Director | Jun 1, 2025 | Option exercise | +4,143 | – | – | 9,440 |
| Kelly R. Nelson Director | Jun 1, 2025 | Option exercise | +4,143 | – | – | 91,395 |
| Cheryl Spielman Director | Jun 1, 2025 | Option exercise | +4,143 | – | – | 29,283 |
| Joseph Ryan Rodriguez Chief Risk Officer | May 12, 2025 | Buy | +1,125 | $19.20 | $21.60K | 5,250 |
| Joseph Ryan Rodriguez Chief Risk Officer | May 12, 2025 | Buy | +1,125 | $19.15 | $21.54K | 5,250 |
| Joseph Ryan Rodriguez Chief Risk Officer | May 8, 2025 | Buy | +4,125 | $18.00 | $74.25K | 4,125 |
| Donald T. Robinson President and CFO | May 1, 2025 | Option exercise | +423 | – | – | 65,120 |
| Donald T. Robinson President and CFO | May 1, 2025 | Option exercise | +2,473 | – | – | 71,721 |
| Donald T. Robinson President and CFO | May 1, 2025 | Tax withholding | −3,631 | $17.49 | $63.51K | 68,090 |
| Donald T. Robinson President and CFO | May 1, 2025 | Option exercise | +1,189 | – | – | 64,697 |
| Donald T. Robinson President and CFO | May 1, 2025 | Option exercise | +1,223 | – | – | 66,343 |
| Donald T. Robinson President and CFO | May 1, 2025 | Option exercise | +2,905 | – | – | 69,248 |
| Michael Louis Giorgio Chief Information Officer | May 1, 2025 | Tax withholding | −446 | $17.49 | $7.80K | 8,294 |
| Michael Louis Giorgio Chief Information Officer | May 1, 2025 | Option exercise | +1,236 | – | – | 8,740 |
| Craig Bradley Greathouse Chief Administrative Officer | May 1, 2025 | Option exercise | +800 | – | – | 22,166 |
| Craig Bradley Greathouse Chief Administrative Officer | May 1, 2025 | Sale | −1,285 | $17.49 | $22.47K | 25,103 |
| Craig Bradley Greathouse Chief Administrative Officer | May 1, 2025 | Option exercise | +1,236 | – | – | 25,761 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.