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McClarren Financial Advisors’s Mid Penn Bancorp MPB Stock Holding History

McClarren Financial 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
2025
Q2 		– Sell
-1,163
Closed -$30K – 208
2025
Q1 		$30K Hold
1,163
– – 0.02% 166
2024
Q4 		$33K Hold
1,163
– – 0.09% 102
2024
Q3 		$34 Buy
1,163
+1,142
+5,438% +$31.2K ﹤0.01% 136
2024
Q2 		$25K Sell
21
-1,142
-98% -$23.7K 0.02% 199
2024
Q1 		$24K Hold
1,163
– – 0.02% 202
2023
Q4 		$28K Hold
1,163
– – 0.02% 202
2023
Q3 		$23K Buy
+1,163
New +$25.8K 0.02% 201

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

McClarren Financial Advisors's MPB Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Mid Penn Bancorp (MPB) in Q2 2025, closing a stake of 1,163 shares — an estimated $30K sold.

McClarren Financial Advisors first reported a position in MPB in Q3 2023 and held it in 7 quarters. The position peaked at $33K in Q4 2024. 116 funds tracked by Wall St. Rank hold MPB as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Mid Penn Bancorp position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,163 Mid Penn Bancorp shares in Q2 2025, an estimated $30K.
  • McClarren Financial Advisors first reported a position in Mid Penn Bancorp in Q3 2023 and held it in 7 quarters.
  • McClarren Financial Advisors's Mid Penn Bancorp position peaked at $33K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.