New Wave Wealth Advisors’s Mid Penn Bancorp MPB Stock Holding History

New Wave 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	$442K	Hold	12,687	–	–	0.12%	145
2026 Q1	$408K	Hold	12,687	–	–	0.14%	109
2025 Q4	$394K	Hold	12,687	–	–	0.14%	107
2025 Q3	$363K	Hold	12,687	–	–	0.14%	106
2025 Q2	$358K	Hold	12,687	–	–	0.15%	89
2025 Q1	$329K	Hold	12,687	–	–	0.15%	92
2024 Q4	$366K	Hold	12,687	–	–	0.15%	89
2024 Q3	$378K	Hold	12,687	–	–	0.17%	85
2024 Q2	$278K	Buy	+12,687	New	+$264K	0.15%	105

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

New Wave Wealth Advisors's MPB Position: Q2 2026 in Review

New Wave Wealth Advisors held its Mid Penn Bancorp (MPB) position steady in Q2 2026 at 12,687 shares worth $442K. The position accounts for 0.12% of the portfolio, ranked #145.

New Wave Wealth Advisors first reported a position in MPB in Q2 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold MPB as of Q2 2026.

New Wave Wealth Advisors held 12,687 shares of Mid Penn Bancorp worth $442K as of Q2 2026.
New Wave Wealth Advisors left its Mid Penn Bancorp share count unchanged in Q2 2026.
Mid Penn Bancorp made up 0.12% of New Wave Wealth Advisors's portfolio in Q2 2026, its #145 holding.
New Wave Wealth Advisors first reported a position in Mid Penn Bancorp in Q2 2024 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.