GRP
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Global Retirement Partners’s Mid Penn Bancorp MPB Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-4,261
Closed -$120K – 3966
2025
Q2 		$120K Buy
+4,261
New +$115K ﹤0.01% 1339
2024
Q4 		$127K Buy
4,402
+27
+0.6% +$835 ﹤0.01% 1156
2024
Q3 		$131K Buy
4,375
+1,099
+34% +$30K ﹤0.01% 1097
2024
Q2 		$71.9K Buy
3,276
+30
+0.9% +$623 ﹤0.01% 1349
2024
Q1 		$65K Sell
3,246
-465
-13% -$10K ﹤0.01% 1282
2023
Q4 		$85.4K Sell
3,711
-213
-5% -$4.53K ﹤0.01% 1124
2023
Q3 		$79K Sell
3,924
-212
-5% -$4.7K ﹤0.01% 1031
2023
Q2 		$91.3K Sell
4,136
-235
-5% -$5.37K ﹤0.01% 991
2023
Q1 		$84.6K Sell
4,371
-121
-3% -$3.58K ﹤0.01% 991
2022
Q4 		$135K Buy
4,492
+26
+0.6% +$836 0.01% 718
2022
Q3 		$153K Buy
4,466
+29
+0.7% +$833 0.01% 647
2022
Q2 		$120K Hold
4,437
– – 0.01% 688
2022
Q1 		$118K Buy
+4,437
New +$129K 0.01% 706

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Global Retirement Partners's MPB Position: Q3 2025 in Review

Global Retirement Partners sold out of Mid Penn Bancorp (MPB) in Q3 2025, closing a stake of 4,261 shares — an estimated $120K sold.

Global Retirement Partners first reported a position in MPB in Q1 2022 and held it in 13 quarters. The position peaked at $153K in Q3 2022. 118 funds tracked by Wall St. Rank hold MPB as of Q3 2025.

  • Global Retirement Partners reported no remaining Mid Penn Bancorp position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 4,261 Mid Penn Bancorp shares in Q3 2025, an estimated $120K.
  • Global Retirement Partners first reported a position in Mid Penn Bancorp in Q1 2022 and held it in 13 quarters.
  • Global Retirement Partners's Mid Penn Bancorp position peaked at $153K in Q3 2022.
  • 118 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.