Sontag Advisory »

Mvb Financial shares owned by Sontag Advisory

Quarter-by-quarter ownership of Mvb Financial (MVBF) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Mvb Financial

Tip: Access up to 7 years of quarterly data

All positions including Mvb Financial held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mvb Financial by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $80k 3.2k 25.06

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Mvb Financial

Wellington Management Company
BlackRock
Vanguard Group
Dimensional Fund Advisors
Banco Santander
Geode Capital Management
Fourthstone
State Street Corporation
Ameriprise Financial
Endeavour Capital Advisors
American Century Companies
Bridgeway Capital Management
Northern Trust
Pure Financial Advisors
Bank of New York Mellon

View all funds holding Mvb Financial