MID-STATE BANCSHARES

MDST

$27.94+0.24 (+0.85%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

MID-STATE BANCSHARES price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+4.7%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Westwood Holdings Group Inc	Not reported	$45.6M	0.34%	Reduce 0.33%
LPL Financial LLC	Not reported	$34M	0.01%	Not reported
Morgan Stanley	Not reported	$16.1M	0.00%	Not reported
North Star Investment Management Corp.	Not reported	$6.28M	0.34%	Add 28.35%
Rockefeller Capital Management L.P.	Not reported	$5.84M	0.01%	Not reported
Chicago Partners Investment Group LLC	Not reported	$5.94M	0.12%	Not reported
Stifel Financial Corp	Not reported	$4.58M	0.00%	Not reported
Miller Global Investments, LLC	Not reported	$3.29M	2.72%	Not reported
Royal Bank of Canada	Not reported	$3.27M	0.00%	Not reported
Garden State Investment Advisory Services LLC	Not reported	$2.6M	0.47%	Reduce 8.76%
Cambridge Investment Research Advisors, Inc.	Not reported	$2.57M	0.00%	Not reported
Commonwealth Equity Services, LLC	Not reported	$2.56M	0.00%	Not reported
Clear Trail Advisors, LLC	Not reported	$1.81M	0.28%	Add 5.00%
Osaic Holdings, Inc.	Not reported	$1.25M	0.00%	Not reported
Wealthcare Advisory Partners LLC	Not reported	$1.25M	0.02%	Not reported
Oppenheimer & Co Inc	Not reported	$833K	0.01%	Add 46.92%
Old Mission Capital LLC	Not reported	$755K	0.01%	New Not reported
Tandem Financial, LLC	Not reported	$729K	0.22%	Reduce 1.91%
Jane Street Group, LLC	Not reported	$713K	0.00%	Not reported
Steward Partners Investment Advisory, LLC	Not reported	$570K	0.00%	Not reported
Shepherd Kaplan Krochuk, LLC	Not reported	$504K	0.40%	Reduce 5.81%
Silver Oak Securities, Incorporated	Not reported	$459K	0.03%	Add 8.48%
Tactive Advisors, LLC	Not reported	$360K	0.09%	Add 9.01%
Avidian Wealth Enterprises, LLC	Not reported	$333K	0.01%	Reduce 4.88%
Envestnet Asset Management Inc	Not reported	$275K	0.00%	Not reported
Beacon Pointe Advisors, LLC	Not reported	$254K	0.00%	Not reported
Equitable Holdings, Inc.	Not reported	$202K	0.00%	Not reported
Founders Financial Alliance, LLC	Not reported	$163K	0.02%	Not reported
Parallel Advisors, LLC	Not reported	$161K	0.00%	Not reported
Chilton Capital Management LLC	Not reported	$57.7K	0.00%	New Not reported
Private Trust Co NA	Not reported	$20.9K	0.00%	Not reported
Bessemer Group Inc	Not reported	$14K	0.00%	Not reported
JPMorgan Chase & Co	Not reported	$13.4K	0.00%	Not reported
Allworth Financial LP	Not reported	$13.3K	0.00%	Not reported
Key Financial Inc	Not reported	$4.32K	0.00%	New Not reported
Simplex Trading, LLC	Not reported	$288	0.00%	Not reported

End of history · 36 holders

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