Wellington Management Group
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Wellington Management Group’s Mid Penn Bancorp MPB Stock Holding History

Wellington Management Group’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 		$73.1M Hold
2,274,513
– – 0.01% 620
2025
Q4 		$70.6M Buy
2,274,513
+50,000
+2% +$1.48M 0.01% 638
2025
Q3 		$63.7M Buy
2,224,513
+450,909
+25% +$13.1M 0.01% 664
2025
Q2 		$50M Buy
1,773,604
+266,373
+18% +$7.19M 0.01% 690
2025
Q1 		$39.1M Buy
1,507,231
+55,054
+4% +$1.55M 0.01% 759
2024
Q4 		$41.9M Buy
1,452,177
+813,583
+127% +$25.2M 0.01% 756
2024
Q3 		$19M Buy
638,594
+79,851
+14% +$2.18M ﹤0.01% 970
2024
Q2 		$12.3M Sell
558,743
-139,758
-20% -$2.9M ﹤0.01% 1109
2024
Q1 		$14M Sell
698,501
-6,507
-0.9% -$140K ﹤0.01% 1034
2023
Q4 		$17.1M Sell
705,008
-68,475
-9% -$1.46M ﹤0.01% 978
2023
Q3 		$15.6M Hold
773,483
– – ﹤0.01% 991
2023
Q2 		$17.1M Sell
773,483
-41,917
-5% -$957K ﹤0.01% 982
2023
Q1 		$20.9M Sell
815,400
-21,011
-3% -$622K ﹤0.01% 927
2022
Q4 		$25.1M Buy
836,411
+9,960
+1% +$320K 0.01% 869
2022
Q3 		$23.7M Buy
826,451
+61,206
+8% +$1.76M 0.01% 860
2022
Q2 		$20.6M Sell
765,245
-13,298
-2% -$354K ﹤0.01% 935
2022
Q1 		$20.9M Hold
778,543
– – ﹤0.01% 1006
2021
Q4 		$24.7M Sell
778,543
-95,488
-11% -$2.83M ﹤0.01% 1025
2021
Q3 		$24.1M Buy
874,031
+99,637
+13% +$2.66M ﹤0.01% 1042
2021
Q2 		$21.3M Buy
+774,394
New +$21.1M ﹤0.01% 1083

Other funds holding MPB

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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Wellington Management Group's MPB Position: Q1 2026 in Review

Wellington Management Group held its Mid Penn Bancorp (MPB) position steady in Q1 2026 at 2,274,513 shares worth $73.1M. The position accounts for 0.01% of the portfolio, ranked #620.

Wellington Management Group first reported a position in MPB in Q2 2021 and has held it in 20 quarters since. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

  • Wellington Management Group held 2,274,513 shares of Mid Penn Bancorp worth $73.1M as of Q1 2026.
  • Wellington Management Group left its Mid Penn Bancorp share count unchanged in Q1 2026.
  • Mid Penn Bancorp made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #620 holding.
  • Wellington Management Group first reported a position in Mid Penn Bancorp in Q2 2021 and has held it in 20 quarters since.
  • 150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.