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 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 $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Physician Wealth Advisors's MPB Position: Q1 2026 in Review

Physician Wealth Advisors held its Mid Penn Bancorp (MPB) position steady in Q1 2026 at 26 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Physician Wealth Advisors first reported a position in MPB in Q1 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

Physician Wealth Advisors held 26 shares of Mid Penn Bancorp worth $837 as of Q1 2026.
Physician Wealth Advisors left its Mid Penn Bancorp share count unchanged in Q1 2026.
Mid Penn Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1770 holding.
Physician Wealth Advisors first reported a position in Mid Penn Bancorp in Q1 2025 and has held it in 5 quarters since.
150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.