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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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Root Financial Partners's MPB Position: Q1 2026 in Review

Root Financial Partners increased its Mid Penn Bancorp (MPB) stake by 457% in Q1 2026, buying an estimated $1.04K and bringing the position to 39 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Root Financial Partners first reported a position in MPB in Q3 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

  • Root Financial Partners held 39 shares of Mid Penn Bancorp worth $1.25K as of Q1 2026.
  • Root Financial Partners bought 32 Mid Penn Bancorp shares in Q1 2026, an estimated $1.04K.
  • Mid Penn Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2514 holding.
  • Root Financial Partners first reported a position in Mid Penn Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.