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 Q3	$921	Hold	26	–	–	﹤0.01%	1981
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

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

MAM

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

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

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Physician Wealth Advisors's MPB Position: Q3 2026 in Review

Physician Wealth Advisors held its Mid Penn Bancorp (MPB) position steady in Q3 2026 at 26 shares worth $921. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Physician Wealth Advisors first reported a position in MPB in Q1 2025 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold MPB as of Q3 2026.

Physician Wealth Advisors held 26 shares of Mid Penn Bancorp worth $921 as of Q3 2026.
Physician Wealth Advisors left its Mid Penn Bancorp share count unchanged in Q3 2026.
Mid Penn Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1981 holding.
Physician Wealth Advisors first reported a position in Mid Penn Bancorp in Q1 2025 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.