Carson Wealth (CWM LLC)
MPB icon

Carson Wealth (CWM LLC)’s Mid Penn Bancorp MPB Stock Holding History

Carson Wealth (CWM LLC)’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 		$404K Buy
12,567
+12
+0.1% +$388 ﹤0.01% 2171
2025
Q4 		$389K Buy
12,555
+48
+0.4% +$1.42K ﹤0.01% 2079
2025
Q3 		$358K Buy
12,507
+155
+1% +$4.51K ﹤0.01% 1990
2025
Q2 		$348K Buy
12,352
+2,195
+22% +$59.3K ﹤0.01% 1771
2025
Q1 		$263K Sell
10,157
-1
-0% -$28 ﹤0.01% 1750
2024
Q4 		$293K Buy
10,158
+22
+0.2% +$680 ﹤0.01% 1603
2024
Q3 		$302K Buy
10,136
+172
+2% +$4.7K ﹤0.01% 1538
2024
Q2 		$219K Buy
9,964
+260
+3% +$5.4K ﹤0.01% 1542
2024
Q1 		$194K Buy
9,704
+38
+0.4% +$818 ﹤0.01% 1530
2023
Q4 		$235K Hold
9,666
– – ﹤0.01% 1348
2023
Q3 		$195K Sell
9,666
-925
-9% -$20.5K ﹤0.01% 1323
2023
Q2 		$234K Buy
+10,591
New +$242K ﹤0.01% 1196

Other funds holding MPB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 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

Carson Wealth (CWM LLC)'s MPB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Mid Penn Bancorp (MPB) stake by 0.1% in Q1 2026, buying an estimated $388 and bringing the position to 12,567 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Carson Wealth (CWM LLC) first reported a position in MPB in Q2 2023 and has held it in 12 quarters since. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,567 shares of Mid Penn Bancorp worth $404K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12 Mid Penn Bancorp shares in Q1 2026, an estimated $388.
  • Mid Penn Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2171 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mid Penn Bancorp in Q2 2023 and has held it in 12 quarters since.
  • 150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.