EverSource Wealth Advisors’s Mid Penn Bancorp MPB Stock Holding History

EverSource Wealth Advisors’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	$579	Buy	18 +12	+200%	+$388	﹤0.01%	4027
2025 Q4	$186	Buy	6 +2	+50%	+$59	﹤0.01%	4034
2025 Q3	$115	Hold	4	–	–	﹤0.01%	4181
2025 Q2	$113	Buy	4 +2	+100%	+$54	﹤0.01%	4117
2025 Q1	$52	Sell	2 -27	-93%	-$760	﹤0.01%	3896
2024 Q4	$836	Buy	+29	New	+$897	﹤0.01%	3025
2023 Q2	–	Sell	-32	Closed	-$820	–	2558
2023 Q1	$820	Hold	32	–	–	﹤0.01%	2153
2022 Q4	$959	Hold	32	–	–	﹤0.01%	2103
2022 Q3	$1K	Buy	+32	New	+$919	﹤0.01%	1850

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

EverSource Wealth Advisors's MPB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Mid Penn Bancorp (MPB) stake by 200% in Q1 2026, buying an estimated $388 and bringing the position to 18 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #4027.

EverSource Wealth Advisors first reported a position in MPB in Q3 2022 and has held it in 9 quarters since. The position peaked at $1K in Q3 2022. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

EverSource Wealth Advisors held 18 shares of Mid Penn Bancorp worth $579 as of Q1 2026.
EverSource Wealth Advisors bought 12 Mid Penn Bancorp shares in Q1 2026, an estimated $388.
Mid Penn Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4027 holding.
EverSource Wealth Advisors first reported a position in Mid Penn Bancorp in Q3 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's Mid Penn Bancorp position peaked at $1K in Q3 2022.
150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.