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

JFS 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 Q2	–	Sell	-220	Closed	-$7.08K	–	2287
2026 Q1	$7.08K	Hold	220	–	–	﹤0.01%	1078
2025 Q4	$6.83K	Hold	220	–	–	﹤0.01%	1120
2025 Q3	$6.3K	Hold	220	–	–	﹤0.01%	1037
2025 Q2	$6.2K	Hold	220	–	–	﹤0.01%	1011
2025 Q1	$5.7K	Hold	220	–	–	﹤0.01%	1069
2024 Q4	$6.34K	Hold	220	–	–	﹤0.01%	1026
2024 Q3	$6.56K	Hold	220	–	–	﹤0.01%	1016
2024 Q2	$4.83K	Hold	220	–	–	﹤0.01%	1077
2024 Q1	$4.4K	Hold	220	–	–	﹤0.01%	1145
2023 Q4	$5.34K	Hold	220	–	–	﹤0.01%	1026
2023 Q3	$4.43K	Hold	220	–	–	﹤0.01%	1039
2023 Q2	$4.86K	Hold	220	–	–	﹤0.01%	1016
2023 Q1	$5.63K	Hold	220	–	–	﹤0.01%	942
2022 Q4	$6.59K	Hold	220	–	–	﹤0.01%	877
2022 Q3	$6K	Hold	220	–	–	﹤0.01%	929
2022 Q2	$6K	Hold	220	–	–	﹤0.01%	946
2022 Q1	$6K	Hold	220	–	–	﹤0.01%	984
2021 Q4	$7K	Hold	220	–	–	﹤0.01%	743
2021 Q3	$6K	Hold	220	–	–	﹤0.01%	703
2021 Q2	$6K	Hold	220	–	–	﹤0.01%	485
2021 Q1	$6K	Hold	220	–	–	﹤0.01%	456
2020 Q4	$5K	Hold	220	–	–	﹤0.01%	469
2020 Q3	$4K	Hold	220	–	–	﹤0.01%	463
2020 Q2	$4K	Hold	220	–	–	﹤0.01%	444
2020 Q1	$4K	Hold	220	–	–	﹤0.01%	405
2019 Q4	$6K	Hold	220	–	–	﹤0.01%	395
2019 Q3	$6K	Hold	220	–	–	﹤0.01%	394
2019 Q2	$5K	Hold	220	–	–	﹤0.01%	403
2019 Q1	$5K	Buy	+220	New	+$5.27K	﹤0.01%	391

Other funds holding MPB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JFS Wealth Advisors's MPB Position: Q2 2026 in Review

JFS Wealth Advisors sold out of Mid Penn Bancorp (MPB) in Q2 2026, closing a stake of 220 shares — an estimated $7.08K sold.

JFS Wealth Advisors first reported a position in MPB in Q1 2019 and held it in 29 quarters. The position peaked at $7.08K in Q1 2026. 146 funds tracked by Wall St. Rank hold MPB as of Q2 2026.

JFS Wealth Advisors reported no remaining Mid Penn Bancorp position as of Q2 2026 after selling out during the quarter.
JFS Wealth Advisors sold 220 Mid Penn Bancorp shares in Q2 2026, an estimated $7.08K.
JFS Wealth Advisors first reported a position in Mid Penn Bancorp in Q1 2019 and held it in 29 quarters.
JFS Wealth Advisors's Mid Penn Bancorp position peaked at $7.08K in Q1 2026.
146 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.