Carson Wealth (CWM LLC)’s Middlefield Banc Corp MBCN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MBCN Stock Details MBCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-190	Closed	-$7K	–	5750
2025 Q4	$7K	Buy	190 +17	+10%	+$565	﹤0.01%	4706
2025 Q3	$5K	Buy	173 +58	+50%	+$1.74K	﹤0.01%	4740
2025 Q2	$3K	Buy	115 +32	+39%	+$892	﹤0.01%	4784
2025 Q1	$2K	Sell	83 -8	-9%	-$209	﹤0.01%	4779
2024 Q4	$3K	Buy	91 +28	+44%	+$832	﹤0.01%	4422
2024 Q3	$2K	Buy	63 +49	+350%	+$1.26K	﹤0.01%	4421
2024 Q2	$0	Buy	14 +12	+600%	+$268	﹤0.01%	4784
2024 Q1	$0	Buy	+2	New	+$53	﹤0.01%	4556

Other funds holding MBCN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MBCN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Middlefield Banc Corp (MBCN) in Q1 2026, closing a stake of 190 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in MBCN in Q1 2024 and held it in 8 quarters. The position peaked at $7K in Q4 2025. 1 fund tracked by Wall St. Rank holds MBCN as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Middlefield Banc Corp position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 190 Middlefield Banc Corp shares in Q1 2026, an estimated $7K.
Carson Wealth (CWM LLC) first reported a position in Middlefield Banc Corp in Q1 2024 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s Middlefield Banc Corp position peaked at $7K in Q4 2025.
1 fund tracked by Wall St. Rank held Middlefield Banc Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.