Physician Wealth Advisors’s Mid Penn Bancorp MPB Stock Holding History

Physician 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	$906	Hold	26	–	–	﹤0.01%	1878
2026 Q1	$837	Hold	26	–	–	﹤0.01%	1770
2025 Q4	$807	Hold	26	–	–	﹤0.01%	1700
2025 Q3	$745	Hold	26	–	–	﹤0.01%	1714
2025 Q2	$734	Hold	26	–	–	﹤0.01%	1587
2025 Q1	$674	Buy	+26	New	+$732	﹤0.01%	1294

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

Physician Wealth Advisors's MPB Position: Q2 2026 in Review

Physician Wealth Advisors held its Mid Penn Bancorp (MPB) position steady in Q2 2026 at 26 shares worth $906. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Physician Wealth Advisors first reported a position in MPB in Q1 2025 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold MPB as of Q2 2026.

Physician Wealth Advisors held 26 shares of Mid Penn Bancorp worth $906 as of Q2 2026.
Physician Wealth Advisors left its Mid Penn Bancorp share count unchanged in Q2 2026.
Mid Penn Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1878 holding.
Physician Wealth Advisors first reported a position in Mid Penn Bancorp in Q1 2025 and has held it in 6 quarters since.
146 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.