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Allworth Financial’s Mid Penn Bancorp MPB Stock Holding History

Allworth Financial’s Portfolio MPB Stock Details MPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$322 Buy
+10
New +$324 ﹤0.01% 4828
2025
Q4 		– Sell
-2
Closed -$58 – 5189
2025
Q3 		$58 Hold
2
– – ﹤0.01% 4734
2025
Q2 		$57 Buy
+2
New +$54 ﹤0.01% 4440
2025
Q1 		– Sell
-4
Closed -$119 – 4136
2024
Q4 		$119 Buy
+4
New +$124 ﹤0.01% 3833

Other funds holding MPB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Allworth Financial's MPB Position: Q1 2026 in Review

Allworth Financial opened a new position in Mid Penn Bancorp (MPB) in Q1 2026: 10 shares worth $322. The stake represents ﹤0.01% of the portfolio and ranks #4828 among its holdings. This is a return to the name: Allworth Financial previously reported a position in MPB as recently as Q3 2025.

Allworth Financial first reported a position in MPB in Q4 2024 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

  • Allworth Financial held 10 shares of Mid Penn Bancorp worth $322 as of Q1 2026.
  • Mid Penn Bancorp was a new Allworth Financial position in Q1 2026.
  • Mid Penn Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4828 holding.
  • Allworth Financial first reported a position in Mid Penn Bancorp in Q4 2024 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.