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Rothschild Investment LLC’s Mid Penn Bancorp MPB Stock Holding History

Rothschild Investment LLC’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 		$523 Hold
15
– – ﹤0.01% 3253
2026
Q1 		$482 Hold
15
– – ﹤0.01% 3139
2025
Q4 		$465 Hold
15
– – ﹤0.01% 2944
2025
Q3 		$430 Sell
15
-5
-25% -$145 ﹤0.01% 2865
2025
Q2 		$564 Buy
20
+10
+100% +$270 ﹤0.01% 2706
2025
Q1 		$259 Buy
+10
New +$282 ﹤0.01% 2791

Other funds holding MPB

EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's MPB Position: Q2 2026 in Review

Rothschild Investment LLC held its Mid Penn Bancorp (MPB) position steady in Q2 2026 at 15 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #3253.

Rothschild Investment LLC first reported a position in MPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $564 in Q2 2025. 40 funds tracked by Wall St. Rank hold MPB as of Q2 2026.

  • Rothschild Investment LLC held 15 shares of Mid Penn Bancorp worth $523 as of Q2 2026.
  • Rothschild Investment LLC left its Mid Penn Bancorp share count unchanged in Q2 2026.
  • Mid Penn Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3253 holding.
  • Rothschild Investment LLC first reported a position in Mid Penn Bancorp in Q1 2025 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Mid Penn Bancorp position peaked at $564 in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.