Oppenheimer & Close, LLC MPB β€” MID PENN BANCORP INC

Ownership history in Oppenheimer & Close, LLC  Β·  3 quarters on record

AI Ownership Summary

Oppenheimer & Close, LLC reported MID PENN BANCORP INC (MPB) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.69% in 2025 Q2. The latest visible filing shows MPB at 0.68% 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.

What this MPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oppenheimer & Close, 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 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q2

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

Time in book
Holding Window
2025 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 Oppenheimer & Close, LLC held MPB β€” position size vs. price
% of Fund (quarterly)    MPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 31,950 β€” 0% 0.68% $991K 2026-02-14 (Est.) $33.52
2025 Q3 UNCHANGED β€” β€” β€” 31,950 β€” 0% 0.62% $915K 2025-11-10 $28.78
2025 Q2 INITIATED β€” β€” β€” 31,950 β€” β€” 0.69% $901K 2025-08-12 $27.85

FAQ About Oppenheimer & Close, 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 Oppenheimer & Close, LLC reported owning MPB?

Oppenheimer & Close, LLC reported MPB across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported MPB position in Oppenheimer & Close, LLC's portfolio?

The largest reported portfolio weight for MPB was 0.69% in 2025 Q2.

What is the latest reported MPB position on this page?

The most recent filing on this page is 2025 Q4, when Oppenheimer & Close, LLC reported 31,950 shares, equal to 0.68% of portfolio, with an estimated market value of $991K.

What does the chart on this MPB ownership page compare?

The chart compares Oppenheimer & Close, 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.

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