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 Q3	$455K	Hold	12,687	–	–	0.12%	153
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

MAM

Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

New Wave Wealth Advisors's MPB Position: Q3 2026 in Review

New Wave Wealth Advisors held its Mid Penn Bancorp (MPB) position steady in Q3 2026 at 12,687 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #153.

New Wave Wealth Advisors first reported a position in MPB in Q2 2024 and has held it in 10 quarters since. 35 funds tracked by Wall St. Rank hold MPB as of Q3 2026.

New Wave Wealth Advisors held 12,687 shares of Mid Penn Bancorp worth $455K as of Q3 2026.
New Wave Wealth Advisors left its Mid Penn Bancorp share count unchanged in Q3 2026.
Mid Penn Bancorp made up 0.12% of New Wave Wealth Advisors's portfolio in Q3 2026, its #153 holding.
New Wave Wealth Advisors first reported a position in Mid Penn Bancorp in Q2 2024 and has held it in 10 quarters since.
35 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.