CFFP
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Center for Financial Planning’s Mid Penn Bancorp MPB Stock Holding History

Center for Financial Planning’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
2024
Q2 		– Sell
-3,894
Closed -$77.9K – 615
2024
Q1 		$77.9K Buy
+3,894
New +$83.8K 0.01% 199

Other funds holding MPB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Center for Financial Planning's MPB Position: Q2 2024 in Review

Center for Financial Planning sold out of Mid Penn Bancorp (MPB) in Q2 2024, closing a stake of 3,894 shares — an estimated $77.9K sold.

Center for Financial Planning first reported a position in MPB in Q1 2024 and held it in 1 quarter. The position peaked at $77.9K in Q1 2024. 88 funds tracked by Wall St. Rank hold MPB as of Q2 2024.

  • Center for Financial Planning reported no remaining Mid Penn Bancorp position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 3,894 Mid Penn Bancorp shares in Q2 2024, an estimated $77.9K.
  • Center for Financial Planning first reported a position in Mid Penn Bancorp in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's Mid Penn Bancorp position peaked at $77.9K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.