Fourthstone LLC MPB MID PENN BANCORP INC

Ownership history in Fourthstone LLC  ·  6 quarters on record

AI Ownership Summary

Fourthstone LLC reported MID PENN BANCORP INC (MPB) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.69% in 2025 Q4. The latest visible filing shows MPB at 1.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fourthstone LLC's position in MID PENN BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MPB was reported at 1.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fourthstone LLC held MPB — position size vs. price
% of Fund (quarterly)    MPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 291,396 +71,827 +32.7% 1.69% $9.0M 2026-02-14 (Est.) $33.52
2025 Q3 ADDED 219,569 +199,038 +969.5% 1.13% $6.3M 2025-11-14 $28.93
2025 Q2 REDUCED 16.2% +3.5% 20,531 -3,969 -16.2% 0.11% $579K 2025-08-14 $27.83
2025 Q1 REDUCED 37.7% +9.6% 24,500 -14,813 -37.7% 0.16% $635K 2025-05-14 $27.51
2024 Q2 ADDED 39,313 +26,940 +217.7% 0.27% $863K 2024-08-14 $24.86
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Fourthstone LLC and MPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fourthstone LLC reported owning MPB?

Fourthstone LLC reported MPB across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MPB position in Fourthstone LLC's portfolio?

The largest reported portfolio weight for MPB was 1.69% in 2025 Q4.

What is the latest reported MPB position on this page?

The most recent filing on this page is 2025 Q4, when Fourthstone LLC reported 291,396 shares, equal to 1.69% of portfolio, with an estimated market value of $9.0M.

What does the chart on this MPB ownership page compare?

The chart compares Fourthstone LLC's quarterly MPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fourthstone LLC time their MPB position?

Based on 13F filing dates vs. subsequent MPB price moves, Fourthstone LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on MPB relative to SPY over the holding period was +5.5%.

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