RKL Wealth Management’s Mid Penn Bancorp MPB Stock Holding History

RKL Wealth Management’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	$1.96M	Hold	55,230	–	–	0.15%	71
2026 Q2	$1.92M	Hold	55,230	–	–	0.15%	71
2026 Q1	$1.78M	Hold	55,230	–	–	0.16%	75
2025 Q4	$1.71M	Hold	55,230	–	–	0.14%	77
2025 Q3	$1.58M	Hold	55,230	–	–	0.13%	74
2025 Q2	$1.56M	Hold	55,230	–	–	0.14%	74
2025 Q1	$1.43M	Hold	55,230	–	–	0.13%	79
2024 Q4	$1.59M	Hold	55,230	–	–	0.14%	79
2024 Q3	$1.65M	Hold	55,230	–	–	0.15%	69
2024 Q2	$1.21M	Hold	55,230	–	–	0.12%	75
2024 Q1	$1.11M	Hold	55,230	–	–	0.11%	78
2023 Q4	$1.34M	Hold	55,230	–	–	0.15%	71
2023 Q3	$1.11M	Hold	55,230	–	–	0.14%	71
2023 Q2	$1.22M	Hold	55,230	–	–	0.14%	69
2023 Q1	$1.41M	Buy	55,230 +1	+0%	+$30	0.18%	64
2022 Q4	$1.66M	Buy	55,229 +333	+0.6%	+$10.7K	0.22%	61
2022 Q3	$1.58M	Hold	54,896	–	–	0.23%	60
2022 Q2	$1.48M	Hold	54,896	–	–	0.2%	63
2022 Q1	$1.47M	Buy	+54,896	New	+$1.59M	0.18%	68

Other funds holding MPB

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

RKL Wealth Management's MPB Position: Q3 2026 in Review

RKL Wealth Management held its Mid Penn Bancorp (MPB) position steady in Q3 2026 at 55,230 shares worth $1.96M. The position accounts for 0.15% of the portfolio, ranked #71.

RKL Wealth Management first reported a position in MPB in Q1 2022 and has held it in 19 quarters since. 18 funds tracked by Wall St. Rank hold MPB as of Q3 2026.

RKL Wealth Management held 55,230 shares of Mid Penn Bancorp worth $1.96M as of Q3 2026.
RKL Wealth Management left its Mid Penn Bancorp share count unchanged in Q3 2026.
Mid Penn Bancorp made up 0.15% of RKL Wealth Management's portfolio in Q3 2026, its #71 holding.
RKL Wealth Management first reported a position in Mid Penn Bancorp in Q1 2022 and has held it in 19 quarters since.
18 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.