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
Q2 		$386K Buy
11,074
+395
+4% +$13.1K ﹤0.01% 3388
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 $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

Creative Planning's MPB Position: Q2 2026 in Review

Creative Planning increased its Mid Penn Bancorp (MPB) stake by 3.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 11,074 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Creative Planning first reported a position in MPB in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold MPB as of Q2 2026.

  • Creative Planning held 11,074 shares of Mid Penn Bancorp worth $386K as of Q2 2026.
  • Creative Planning bought 395 Mid Penn Bancorp shares in Q2 2026, an estimated $13.1K.
  • Mid Penn Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3388 holding.
  • Creative Planning first reported a position in Mid Penn Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.