UMA Financial Services »

Mid Penn Ban shares owned by UMA Financial Services

Quarter-by-quarter ownership of Mid Penn Ban (MPB) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Mid Penn Ban

Tip: Access up to 7 years of quarterly data

All positions including Mid Penn Ban held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mid Penn Ban by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $744 26 28.65
2025-06-30 $734 26 28.23
2025-03-31 $674 26 25.92

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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