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Mid Penn Ban shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Mid Penn Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Mid Penn Ban by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8k 306 28.67
2025-06-30 $8.6k 304 28.23
2025-03-31 $7.8k 302 25.91
2024-12-31 $8.7k 300 28.84

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Mid Penn Ban

Wellington Management Company
BlackRock
Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Manufacturers Life Insurance Company
American Century Companies
Fourthstone
Banc Funds Company
Petiole USA
Charles Schwab Investment Management
Northern Trust
Emerald Mutual Fund Advisers, Trust

View all funds holding Mid Penn Ban