Creative Planning
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Creative Planning’s Mid Penn Bancorp MPB Stock Holding History

Creative 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
2026
Q1 		$343K Buy
10,679
+927
+10% +$30K ﹤0.01% 3318
2025
Q4 		$303K Buy
+9,752
New +$288K ﹤0.01% 3229

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

Creative Planning's MPB Position: Q1 2026 in Review

Creative Planning increased its Mid Penn Bancorp (MPB) stake by 9.5% in Q1 2026, buying an estimated $30K and bringing the position to 10,679 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

Creative Planning first reported a position in MPB in Q4 2025 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

  • Creative Planning held 10,679 shares of Mid Penn Bancorp worth $343K as of Q1 2026.
  • Creative Planning bought 927 Mid Penn Bancorp shares in Q1 2026, an estimated $30K.
  • Mid Penn Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3318 holding.
  • Creative Planning first reported a position in Mid Penn Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.