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Wharton Business Group’s Mid Penn Bancorp MPB Stock Holding History

Wharton Business 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 		$872K Hold
27,108
– – 0.03% 86
2025
Q4 		$841K Hold
27,108
– – 0.03% 83
2025
Q3 		$776K Hold
27,108
– – 0.03% 88
2025
Q2 		$764K Sell
27,108
-57,230
-68% -$1.55M 0.03% 87
2025
Q1 		$2.19M Hold
84,338
– – 0.1% 64
2024
Q4 		$2.43M Hold
84,338
– – 0.11% 62
2024
Q3 		$2.52M Hold
84,338
– – 0.11% 65
2024
Q2 		$1.85M Hold
84,338
– – 0.1% 66
2024
Q1 		$1.69M Buy
84,338
+3,497
+4% +$75.3K 0.08% 70
2023
Q4 		$1.96M Buy
80,841
+2,510
+3% +$53.4K 0.1% 64
2023
Q3 		$1.58M Buy
78,331
+2,355
+3% +$52.2K 0.09% 69
2023
Q2 		$1.68M Buy
75,976
+5,175
+7% +$118K 0.11% 62
2023
Q1 		$1.81M Buy
70,801
+3,775
+6% +$112K 0.11% 65
2022
Q4 		$2.01M Hold
67,026
– – 0.12% 66
2022
Q3 		$1.93M Hold
67,026
– – 0.13% 63
2022
Q2 		$1.81M Buy
67,026
+4,000
+6% +$107K 0.12% 62
2022
Q1 		$1.69M Buy
63,026
+1,478
+2% +$42.9K 0.1% 59
2021
Q4 		$1.95M Buy
61,548
+9,743
+19% +$289K 0.12% 56
2021
Q3 		$1.43M Buy
51,805
+4,000
+8% +$107K 0.14% 34
2021
Q2 		$1.31M Hold
47,805
– – 0.1% 53
2021
Q1 		$1.28M Hold
47,805
– – 0.1% 56
2020
Q4 		$1.05M Hold
47,805
– – 0.09% 57
2020
Q3 		$828K Buy
47,805
+2,635
+6% +$50.2K 0.08% 59
2020
Q2 		$832K Buy
45,170
+6,840
+18% +$129K 0.08% 59
2020
Q1 		$776K Buy
38,330
+7,750
+25% +$183K 0.09% 53
2019
Q4 		$881K Hold
30,580
– – 0.08% 53
2019
Q3 		$784K Hold
30,580
– – 0.08% 56
2019
Q2 		$763K Hold
30,580
– – 0.08% 57
2019
Q1 		$749K Buy
30,580
+2,065
+7% +$49.4K 0.08% 57
2018
Q4 		$656K Buy
28,515
+1,938
+7% +$49.8K 0.08% 60
2018
Q3 		$775K Hold
26,577
– – 0.08% 61
2018
Q2 		$927K Buy
26,577
+840
+3% +$29.5K 0.1% 59
2018
Q1 		$822K Hold
25,737
– – 0.09% 58
2017
Q4 		$887K Hold
25,737
– – 0.09% 63
2017
Q3 		$757K Hold
25,737
– – 0.08% 65
2017
Q2 		$695K Buy
25,737
+8,850
+52% +$239K 0.07% 70
2017
Q1 		$452K Hold
16,887
– – 0.05% 86
2016
Q4 		$402K Hold
16,887
– – 0.05% 87
2016
Q3 		$329K Hold
16,887
– – 0.04% 98
2016
Q2 		$269K Hold
16,887
– – 0.03% 112
2016
Q1 		$251K Hold
16,887
– – 0.03% 115
2015
Q4 		$272K Hold
16,887
– – 0.03% 107
2015
Q3 		$274K Hold
16,887
– – 0.03% 112
2015
Q2 		$261 Hold
16,887
– – 0.02% 116
2015
Q1 		$264K Hold
16,887
– – 0.02% 123
2014
Q4 		$262K Hold
16,887
– – 0.02% 125
2014
Q3 		$260K Hold
16,887
– – 0.02% 133
2014
Q2 		$267K Hold
16,887
– – 0.03% 127
2014
Q1 		$246K Hold
16,887
– – 0.02% 140
2013
Q4 		$242K Hold
16,887
– – 0.02% 138
2013
Q3 		$193K Hold
16,887
– – 0.02% 145
2013
Q2 		$188K Buy
+16,887
New +$182K 0.02% 140

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

Wharton Business Group's MPB Position: Q1 2026 in Review

Wharton Business Group held its Mid Penn Bancorp (MPB) position steady in Q1 2026 at 27,108 shares worth $872K. The position accounts for 0.03% of the portfolio, ranked #86.

Wharton Business Group first reported a position in MPB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.52M in Q3 2024. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

  • Wharton Business Group held 27,108 shares of Mid Penn Bancorp worth $872K as of Q1 2026.
  • Wharton Business Group left its Mid Penn Bancorp share count unchanged in Q1 2026.
  • Mid Penn Bancorp made up 0.03% of Wharton Business Group's portfolio in Q1 2026, its #86 holding.
  • Wharton Business Group first reported a position in Mid Penn Bancorp in Q2 2013 and has held it in 52 quarters since.
  • Wharton Business Group's Mid Penn Bancorp position peaked at $2.52M in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.