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Wealthspire Advisors (New York)’s Mid Penn Bancorp MPB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-180
Closed -$5.16K – 2170
2025
Q3 		$5.16K Buy
+180
New +$5.24K ﹤0.01% 2323

Other funds holding MPB

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (New York)'s MPB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Mid Penn Bancorp (MPB) in Q4 2025, closing a stake of 180 shares — an estimated $5.16K sold.

Wealthspire Advisors (New York) first reported a position in MPB in Q3 2025 and held it in 1 quarter. The position peaked at $5.16K in Q3 2025. 133 funds tracked by Wall St. Rank hold MPB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Mid Penn Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 180 Mid Penn Bancorp shares in Q4 2025, an estimated $5.16K.
  • Wealthspire Advisors (New York) first reported a position in Mid Penn Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Mid Penn Bancorp position peaked at $5.16K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.