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Mid Penn Ban shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Mid Penn Ban (MPB) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Mid Penn Ban

Tip: Access up to 7 years of quarterly data

All positions including Mid Penn Ban held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mid Penn Ban by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 15k 20.01
2023-12-31 $368k 15k 24.28
2023-09-30 $253k 13k 20.13
2023-06-30 $277k 13k 22.08

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail Advisors

Top funds holding Mid Penn Ban

Wellington Management Company
Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
Castle Creek Capital Partners VI
Royce & Associates
Emerald Mutual Fund Advisers, Trust
LSV Asset Management
Endeavour Capital Advisors
Wharton Business Group
Jpmorgan Chase & Co
Bank of New York Mellon
Kuntz Lesher Capital
Minerva Advisors
Citadel Advisors

View all funds holding Mid Penn Ban