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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
Q2 		$628 Buy
18
+8
+80% +$265 ﹤0.01% 4805
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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Allworth Financial's MPB Position: Q2 2026 in Review

Allworth Financial increased its Mid Penn Bancorp (MPB) stake by 80% in Q2 2026, buying an estimated $265 and bringing the position to 18 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #4805.

Allworth Financial first reported a position in MPB in Q4 2024 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold MPB as of Q2 2026.

  • Allworth Financial held 18 shares of Mid Penn Bancorp worth $628 as of Q2 2026.
  • Allworth Financial bought 8 Mid Penn Bancorp shares in Q2 2026, an estimated $265.
  • Mid Penn Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4805 holding.
  • Allworth Financial first reported a position in Mid Penn Bancorp in Q4 2024 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.