Root Financial Partners
MPB icon

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
Q3 		$2.87K Buy
+81
New +$2.97K ﹤0.01% 2467
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

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Y-Intercept (HK)
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MAM
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Kennedy Investment Group
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New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Fulton Bank
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State of Alaska Department of Revenue
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Versant Capital Management
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Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Root Financial Partners's MPB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Mid Penn Bancorp (MPB) in Q3 2026: 81 shares worth $2.87K. The stake represents ﹤0.01% of the portfolio and ranks #2467 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MPB as recently as Q1 2026.

Root Financial Partners first reported a position in MPB in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold MPB as of Q3 2026.

  • Root Financial Partners held 81 shares of Mid Penn Bancorp worth $2.87K as of Q3 2026.
  • Mid Penn Bancorp was a new Root Financial Partners position in Q3 2026.
  • Mid Penn Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2467 holding.
  • Root Financial Partners first reported a position in Mid Penn Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.