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 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

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

RKL Wealth Management's MPB Position: Q1 2026 in Review

RKL Wealth Management held its Mid Penn Bancorp (MPB) position steady in Q1 2026 at 55,230 shares worth $1.78M. The position accounts for 0.16% of the portfolio, ranked #75.

RKL Wealth Management first reported a position in MPB in Q1 2022 and has held it in 17 quarters since. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

RKL Wealth Management held 55,230 shares of Mid Penn Bancorp worth $1.78M as of Q1 2026.
RKL Wealth Management left its Mid Penn Bancorp share count unchanged in Q1 2026.
Mid Penn Bancorp made up 0.16% of RKL Wealth Management's portfolio in Q1 2026, its #75 holding.
RKL Wealth Management first reported a position in Mid Penn Bancorp in Q1 2022 and has held it in 17 quarters since.
150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

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