OPS
MPB icon

Orion Portfolio Solutions’s Mid Penn Bancorp MPB Stock Holding History

Orion Portfolio Solutions’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
2024
Q4 		– Sell
-14,700
Closed -$439K – 1881
2024
Q3 		$439K Hold
14,700
– – ﹤0.01% 1381
2024
Q2 		$323K Sell
14,700
-68
-0.5% -$1.41K ﹤0.01% 1440
2024
Q1 		$296K Buy
14,768
+68
+0.5% +$1.46K ﹤0.01% 1468
2023
Q4 		$352K Hold
14,700
– – ﹤0.01% 1342
2023
Q3 		$296K Hold
14,700
– – ﹤0.01% 1388
2023
Q2 		$325K Hold
14,700
– – ﹤0.01% 1372
2023
Q1 		$376K Buy
+14,700
New +$435K ﹤0.01% 1261

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Orion Portfolio Solutions's MPB Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Mid Penn Bancorp (MPB) in Q4 2024, closing a stake of 14,700 shares — an estimated $439K sold.

Orion Portfolio Solutions first reported a position in MPB in Q1 2023 and held it in 7 quarters. The position peaked at $439K in Q3 2024. 112 funds tracked by Wall St. Rank hold MPB as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Mid Penn Bancorp position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 14,700 Mid Penn Bancorp shares in Q4 2024, an estimated $439K.
  • Orion Portfolio Solutions first reported a position in Mid Penn Bancorp in Q1 2023 and held it in 7 quarters.
  • Orion Portfolio Solutions's Mid Penn Bancorp position peaked at $439K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.