Position in MPB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$871,793
+$30,903 QoQ
Shares Held
27,108
0.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MPB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wharton Business Group, LLC holds $2,985,426 across 5 Banks - Regional names. MPB ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STBA |
S&T Bancorp Inc
|
26,262 | $1,098,539 | |
| 2 | MPB |
Mid Penn Bancorp Inc
This page
|
27,108 | $871,793 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,656 | $552,687 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
4,460 | $256,985 | |
| 5 | FCF |
First Commonwealth Financial Corp /Pa/
|
11,685 | $205,422 |
All Filings in MPB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $871,793 | 27,108 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $840,890 | 27,108 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $776,373 | 27,108 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $764,445 | 27,108 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,185,197 | 84,338 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,432,307 | 84,338 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,515,802 | 84,338 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,851,219 | 84,338 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,687,603 | 84,338 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,962,819 | 80,841 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,576,803 | 78,331 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,677,550 | 75,976 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,813,213 | 70,801 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,008,769 | 67,026 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,925,656 | 67,026 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,807,691 | 67,026 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,689,727 | 63,026 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $1,953,533 | 61,548 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,427,227 | 51,805 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,312,247 | 47,805 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,281,652 | 47,805 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,046,929 | 47,805 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $827,504 | 47,805 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $832,483 | 45,170 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $776,182 | 38,330 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||