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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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

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. 146 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.
  • 146 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.