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Root Financial Partners’s Mid Penn Bancorp MPB Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-39
Closed -$1.25K – 2104
2026
Q1 		$1.25K Buy
39
+32
+457% +$1.04K ﹤0.01% 2514
2025
Q4 		$217 Hold
7
– – ﹤0.01% 2289
2025
Q3 		$200 Buy
+7
New +$204 ﹤0.01% 2210

Other funds holding MPB

Wellington Management Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Root Financial Partners's MPB Position: Q2 2026 in Review

Root Financial Partners sold out of Mid Penn Bancorp (MPB) in Q2 2026, closing a stake of 39 shares — an estimated $1.25K sold.

Root Financial Partners first reported a position in MPB in Q3 2025 and held it in 3 quarters. The position peaked at $1.25K in Q1 2026. 146 funds tracked by Wall St. Rank hold MPB as of Q2 2026.

  • Root Financial Partners reported no remaining Mid Penn Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 39 Mid Penn Bancorp shares in Q2 2026, an estimated $1.25K.
  • Root Financial Partners first reported a position in Mid Penn Bancorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mid Penn Bancorp position peaked at $1.25K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.