Emerald Mutual Fund Advisers Trust’s Mid Penn Bancorp MPB Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$5.22M	Buy	162,411 +8,000	+5%	+$259K	0.25%	110
2025 Q4	$4.79M	Buy	154,411 +10,000	+7%	+$295K	0.23%	107
2025 Q3	$4.14M	Sell	144,411 -13,127	-8%	-$382K	0.21%	109
2025 Q2	$4.44M	Buy	157,538 +1,200	+0.8%	+$32.4K	0.27%	104
2025 Q1	$4.05M	Hold	156,338	–	–	0.29%	99
2024 Q4	$4.51M	Buy	156,338 +48,250	+45%	+$1.49M	0.27%	99
2024 Q3	$3.22M	Sell	108,088 -20,669	-16%	-$565K	0.17%	110
2024 Q2	$2.83M	Sell	128,757 -33,524	-21%	-$696K	0.15%	117
2024 Q1	$3.25M	Hold	162,281	–	–	0.17%	115
2023 Q4	$3.94M	Hold	162,281	–	–	0.21%	112
2023 Q3	$3.27M	Hold	162,281	–	–	0.2%	111
2023 Q2	$3.58M	Buy	162,281 +9,000	+6%	+$206K	0.19%	114
2023 Q1	$3.93M	Hold	153,281	–	–	0.23%	107
2022 Q4	$4.59M	Hold	153,281	–	–	0.28%	99
2022 Q3	$4.4M	Hold	153,281	–	–	0.28%	106
2022 Q2	$4.13M	Hold	153,281	–	–	0.24%	114
2022 Q1	$4.11M	Sell	153,281 -27,219	-15%	-$790K	0.18%	129
2021 Q4	$5.73M	Hold	180,500	–	–	0.2%	121
2021 Q3	$4.97M	Hold	180,500	–	–	0.17%	124
2021 Q2	$4.96M	Buy	+180,500	New	+$4.91M	0.16%	130
2017 Q2	–	Sell	-15,773	Closed	-$422K	–	266
2017 Q1	$422K	Hold	15,773	–	–	0.02%	230
2016 Q4	$376K	Hold	15,773	–	–	0.02%	255
2016 Q3	$307K	Buy	+15,773	New	+$278K	0.02%	254

Other funds holding MPB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's MPB Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust increased its Mid Penn Bancorp (MPB) stake by 5.2% in Q1 2026, buying an estimated $259K and bringing the position to 162,411 shares worth $5.22M. The position accounts for 0.25% of the portfolio, ranked #110.

Emerald Mutual Fund Advisers Trust first reported a position in MPB in Q3 2016 and has held it in 23 quarters since. The position peaked at $5.73M in Q4 2021. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

Emerald Mutual Fund Advisers Trust held 162,411 shares of Mid Penn Bancorp worth $5.22M as of Q1 2026.
Emerald Mutual Fund Advisers Trust bought 8,000 Mid Penn Bancorp shares in Q1 2026, an estimated $259K.
Mid Penn Bancorp made up 0.25% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #110 holding.
Emerald Mutual Fund Advisers Trust first reported a position in Mid Penn Bancorp in Q3 2016 and has held it in 23 quarters since.
Emerald Mutual Fund Advisers Trust's Mid Penn Bancorp position peaked at $5.73M in Q4 2021.
150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.