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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

PCM

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 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. 24 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.
24 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.