MVB Financial Corp.
US ˙ NasdaqCM ˙ US5538101024

SecurityMVBF / MVB Financial Corp.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership506,608 shares
Latest Disclosed Value $ 12,579,602
Dimensional Fund Advisors Lp reports 4.04% increase in ownership of MVBF / MVB Financial Corp.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 506,608 shares of MVB Financial Corp. (US:MVBF) valued at $12,579,077 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 486,958 shares of MVB Financial Corp.. This represents a change in shares of 4.04% during the quarter. The current value of the position is $14,114,099 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F MVB FINL COM 553810102 506,608 19,650 4.04 12,580 0.01 0.0026
2026-02-12 2025-12-31 13F MVB FINL COM 553810102 486,958 17,244 3.67 12,579 6.86 0.0026
2025-11-12 2025-09-30 13F MVB FINL COM 553810102 469,714 22,103 4.94 11,771 16.72 0.0025
2025-08-12 2025-06-30 13F MVB FINL COM 553810102 447,611 32,730 7.89 10,085 40.35 0.0023
2025-05-13 2025-03-31 13F MVB FINL COM 553810102 414,881 25,891 6.66 7,186 -10.77 0.0018
2025-02-13 2024-12-31 13F MVB FINL COM 553810102 388,990 20,992 5.70 8,052 13.03 0.0019
2024-11-07 2024-09-30 13F MVB FINL COM 553810102 367,998 24,375 7.09 7,124 11.24 0.0017
2024-08-09 2024-06-30 13F MVB FINL COM 553810102 343,623 18,649 5.74 6,405 -11.67 0.0017
2024-05-10 2024-03-31 13F MVB FINL COM 553810102 324,974 25,134 8.38 7,250 7.17 0.0020
2024-02-07 2023-12-31 13F MVB FINL COM 553810102 299,840 24,626 8.95 6,765 8.87 0.0020
2023-11-09 2023-09-30 13F MVB FINL COM 553810102 275,214 23,543 9.35 6,214 17.13 0.0020
2023-08-09 2023-06-30 13F MVB FINL COM 553810102 251,671 7,015 2.87 5,305 5.07 0.0017
2023-05-12 2023-03-31 13F MVB FINL COM 553810102 244,656 10,410 4.44 5,050 100,880.00 0.0017
2023-02-09 2022-12-31 13F MVB FINL COM 553810102 234,246 -2,891 -1.22 5 -99.92 0.0015
2022-11-10 2022-09-30 13F MVB FINL COM 553810102 237,137 20,493 9.46 6,600 -2.06 0.0025
2022-08-12 2022-06-30 13F MVB FINL COM 553810102 216,644 34,148 18.71 6,739 -11.01 0.0024
2022-05-13 2022-03-31 13F MVB FINL COM 553810102 182,496 11,367 6.64 7,573 6.57 0.0023
2022-02-09 2021-12-31 13F MVB FINL COM 553810102 171,129 -3,220 -1.85 7,106 -4.83 0.0021
2021-11-12 2021-09-30 13F MVB FINL COM 553810102 174,349 -1,141 -0.65 7,467 -0.27 0.0024
2021-08-12 2021-06-30 13F MVB FINL COM 553810102 175,490 8,830 5.30 7,487 33.22 0.0024
2021-05-14 2021-03-31 13F MVB FINL COM 553810102 166,660 21,845 15.08 5,620 71.13 0.0019
2021-03-08 2020-12-31 13F/A-2 MVB FINL COM 553810102 144,815 15,252 11.77 3,284 58.72 0.0012
2021-02-11 2020-12-31 13F MVB FINL COM 553810102 144,815 15,252 3,284 1,186.0062
2020-11-12 2020-09-30 13F MVB FINL COM 553810102 129,563 1,263 0.98 2,069 21.28 0.0009
2020-08-13 2020-06-30 13F MVB FINL COM 553810102 128,300 15,287 13.53 1,706 18.39 0.0007
2020-05-14 2020-03-31 13F MVB FINL COM 553810102 113,013 20,997 22.82 1,441 -37.16 0.0008
2020-02-14 2019-12-31 13F MVB FINANCIAL COM 553810102 92,016 28,731 45.40 2,293 82.56 0.0008
2019-11-12 2019-09-30 13F MVB FINANCIAL COM 553810102 63,285 5,563 9.64 1,256 28.29 0.0005
2019-08-13 2019-06-30 13F MVB FINANCIAL COM 553810102 57,722 8,858 18.13 979 31.41 0.0004
2019-08-12 2019-03-31 13F/A-2 MVB FINANCIAL COM 553810102 48,864 10,667 27.93 745 8.13 0.0003
2019-05-10 2019-03-31 13F MVB FINANCIAL COM 553810102 48,864 10,667 745
2019-02-26 2018-12-31 13F/A-1 MVB FINANCIAL COM 553810102 38,197 7,473 24.32 689 24.37 0.0003
2019-02-13 2018-12-31 13F MVB FINANCIAL COM 553810102 38,197 7,473 689
2018-11-13 2018-09-30 13F MVB FINANCIAL COM 553810102 30,724 17,877 139.15 554 138.79 0.0002
2018-08-10 2018-06-30 13F MVB FINANCIAL COM 553810102 12,847 12,847 232 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.