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Summit Trail Advisors’s Mid Penn Bancorp MPB Stock Holding History

Summit Trail Advisors’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 		$493K Sell
15,316
-25
-0.2% -$809 0.01% 1169
2025
Q4 		$476K Sell
15,341
-91
-0.6% -$2.69K 0.01% 1092
2025
Q3 		$442K Buy
15,432
+50
+0.3% +$1.46K 0.01% 1114
2025
Q2 		$434K Buy
15,382
+316
+2% +$8.53K 0.01% 783
2025
Q1 		$390K Hold
15,066
– – 0.01% 280
2024
Q4 		$435K Sell
15,066
-25
-0.2% -$773 0.02% 241
2024
Q3 		$450K Sell
15,091
-48
-0.3% -$1.31K 0.01% 422
2024
Q2 		$332K Buy
15,139
+91
+0.6% +$1.89K 0.01% 456
2024
Q1 		$301K Sell
15,048
-101
-0.7% -$2.17K 0.01% 458
2023
Q4 		$368K Buy
15,149
+2,601
+21% +$55.3K 0.01% 345
2023
Q3 		$253K Hold
12,548
– – 0.01% 422
2023
Q2 		$277K Buy
+12,548
New +$287K 0.01% 393

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

Summit Trail Advisors's MPB Position: Q1 2026 in Review

Summit Trail Advisors reduced its Mid Penn Bancorp (MPB) stake by 0.16% in Q1 2026, selling an estimated $809 and leaving 15,316 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #1169.

Summit Trail Advisors first reported a position in MPB in Q2 2023 and has held it in 12 quarters since. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

  • Summit Trail Advisors held 15,316 shares of Mid Penn Bancorp worth $493K as of Q1 2026.
  • Summit Trail Advisors sold 25 Mid Penn Bancorp shares in Q1 2026, an estimated $809.
  • Mid Penn Bancorp made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1169 holding.
  • Summit Trail Advisors first reported a position in Mid Penn Bancorp in Q2 2023 and has held it in 12 quarters since.
  • 150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.