R Squared’s Mid Penn Bancorp MPB Stock Holding History

R Squared’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
2025 Q1	–	Sell	-680	Closed	-$19.6K	–	1024
2024 Q4	$19.6K	Buy	+680	New	+$21K	0.02%	889

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

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

R Squared's MPB Position: Q1 2025 in Review

R Squared sold out of Mid Penn Bancorp (MPB) in Q1 2025, closing a stake of 680 shares — an estimated $19.6K sold.

R Squared first reported a position in MPB in Q4 2024 and held it in 1 quarter. The position peaked at $19.6K in Q4 2024. 109 funds tracked by Wall St. Rank hold MPB as of Q1 2025.

R Squared reported no remaining Mid Penn Bancorp position as of Q1 2025 after selling out during the quarter.
R Squared sold 680 Mid Penn Bancorp shares in Q1 2025, an estimated $19.6K.
R Squared first reported a position in Mid Penn Bancorp in Q4 2024 and held it in 1 quarter.
R Squared's Mid Penn Bancorp position peaked at $19.6K in Q4 2024.
109 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.