Jim Simons
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Jim Simons’s Mid Penn Bancorp MPB Stock Holding History

Jim Simons’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 		$602K Buy
+18,731
New +$606K ﹤0.01% 2523
2025
Q4 		– Sell
-13,867
Closed -$397K – 3563
2025
Q3 		$397K Sell
13,867
-50,031
-78% -$1.46M ﹤0.01% 2884
2025
Q2 		$1.8M Buy
63,898
+13,340
+26% +$360K ﹤0.01% 2177
2025
Q1 		$1.31M Buy
50,558
+4,376
+9% +$123K ﹤0.01% 2242
2024
Q4 		$1.33M Buy
46,182
+38,893
+534% +$1.2M ﹤0.01% 2321
2024
Q3 		$217K Buy
+7,289
New +$199K ﹤0.01% 3096
2024
Q2 		– Sell
-16,369
Closed -$328K – 3794
2024
Q1 		$328K Sell
16,369
-4,900
-23% -$106K ﹤0.01% 3052
2023
Q4 		$516K Buy
+21,269
New +$453K ﹤0.01% 2755
2023
Q1 		– Sell
-11,469
Closed -$344K – 4247
2022
Q4 		$344K Buy
+11,469
New +$369K ﹤0.01% 3165
2022
Q2 		– Sell
-13,769
Closed -$369K – 4447
2022
Q1 		$369K Buy
+13,769
New +$400K ﹤0.01% 3366
2021
Q4 		– Sell
-37,900
Closed -$1.04M – 4113
2021
Q3 		$1.04M Buy
37,900
+18,200
+92% +$486K ﹤0.01% 2522
2021
Q2 		$541K Buy
19,700
+5,258
+36% +$143K ﹤0.01% 2932
2021
Q1 		$387K Buy
+14,442
New +$357K ﹤0.01% 2994
2020
Q3 		– Sell
-14,606
Closed -$269K – 3563
2020
Q2 		$269K Sell
14,606
-8,700
-37% -$163K ﹤0.01% 3079
2020
Q1 		$472K Sell
23,306
-12,468
-35% -$294K ﹤0.01% 2783
2019
Q4 		$1.03M Sell
35,774
-732
-2% -$19.4K ﹤0.01% 2618
2019
Q3 		$936K Buy
36,506
+3,909
+12% +$97.8K ﹤0.01% 2629
2019
Q2 		$813K Buy
+32,597
New +$803K ﹤0.01% 2790
2018
Q4 		– Sell
-14,100
Closed -$411K – 3517
2018
Q3 		$411K Sell
14,100
-1,000
-7% -$31.7K ﹤0.01% 2914
2018
Q2 		$527K Buy
+15,100
New +$530K ﹤0.01% 2814

Other funds holding MPB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Jim Simons's MPB Position: Q1 2026 in Review

Jim Simons opened a new position in Mid Penn Bancorp (MPB) in Q1 2026: 18,731 shares worth $602K. The stake represents ﹤0.01% of the portfolio and ranks #2523 among its holdings. This is a return to the name: Jim Simons previously reported a position in MPB as recently as Q3 2025.

Jim Simons first reported a position in MPB in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.8M in Q2 2025. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

  • Jim Simons held 18,731 shares of Mid Penn Bancorp worth $602K as of Q1 2026.
  • Mid Penn Bancorp was a new Jim Simons position in Q1 2026.
  • Mid Penn Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2523 holding.
  • Jim Simons first reported a position in Mid Penn Bancorp in Q2 2018 and has held it in 20 quarters since.
  • Jim Simons's Mid Penn Bancorp position peaked at $1.8M in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.