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True Wealth Design’s Mid Penn Bancorp MPB Stock Holding History

True Wealth Design’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
-9
Closed -$290 – 2802
2026
Q1 		$290 Hold
9
– – ﹤0.01% 2235
2025
Q4 		$280 Buy
9
+2
+29% +$59 ﹤0.01% 2141
2025
Q3 		$201 Hold
7
– – ﹤0.01% 2304
2025
Q2 		$198 Hold
7
– – ﹤0.01% 2076
2025
Q1 		$182 Buy
+7
New +$197 ﹤0.01% 1992

Other funds holding MPB

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BFG
Brandywine Financial Group Thompsons Station, Tennessee $8.39K AUM

True Wealth Design's MPB Position: Q2 2026 in Review

True Wealth Design sold out of Mid Penn Bancorp (MPB) in Q2 2026, closing a stake of 9 shares — an estimated $290 sold.

True Wealth Design first reported a position in MPB in Q1 2025 and held it in 5 quarters. The position peaked at $290 in Q1 2026. 10 funds tracked by Wall St. Rank hold MPB as of Q2 2026.

  • True Wealth Design reported no remaining Mid Penn Bancorp position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 9 Mid Penn Bancorp shares in Q2 2026, an estimated $290.
  • True Wealth Design first reported a position in Mid Penn Bancorp in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Mid Penn Bancorp position peaked at $290 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.