CA
MBCN

Clearstead Advisors’s Middlefield Banc Corp MBCN Stock Holding History

Clearstead Advisors’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
-34,684
Closed -$1.2M – 2606
2025
Q4 		$1.2M Sell
34,684
-4,684
-12% -$156K 0.02% 425
2025
Q3 		$1.18M Sell
39,368
-3,181
-7% -$95.7K 0.02% 417
2025
Q2 		$1.28M Sell
42,549
-3,333
-7% -$92.9K 0.02% 390
2025
Q1 		$1.28M Hold
45,882
– – 0.02% 370
2024
Q4 		$1.29M Sell
45,882
-3,100
-6% -$92.2K 0.02% 363
2024
Q3 		$1.41M Hold
48,982
– – 0.02% 354
2024
Q2 		$1.18M Hold
48,982
– – 0.02% 358
2024
Q1 		$1.09M Hold
48,982
– – 0.05% 219
2023
Q4 		$1.59M Sell
48,982
-48,982
-50% -$1.41M 0.08% 166
2023
Q3 		$2.49M Buy
97,964
+48,982
+100% +$1.35M 0.07% 187
2023
Q2 		$1.31M Hold
48,982
– – 0.08% 178
2023
Q1 		$1.37M Hold
48,982
– – 0.1% 153
2022
Q4 		$1.34M Hold
48,982
– – 0.11% 150
2022
Q3 		$1.33M Hold
48,982
– – 0.12% 141
2022
Q2 		$1.23M Sell
48,982
-5,500
-10% -$139K 0.1% 156
2022
Q1 		$1.35M Sell
54,482
-1,750
-3% -$44.4K 0.09% 155
2021
Q4 		$1.4M Sell
56,232
-20,500
-27% -$518K 0.09% 153
2021
Q3 		$1.83M Sell
76,732
-6,170
-7% -$146K 0.14% 120
2021
Q2 		$1.96M Sell
82,902
-5,073
-6% -$116K 0.15% 111
2021
Q1 		$1.84M Sell
87,975
-5,257
-6% -$117K 0.15% 111
2020
Q4 		$2.1M Sell
93,232
-8,659
-8% -$182K 0.19% 97
2020
Q3 		$1.97M Sell
101,891
-3,661
-3% -$67.5K 0.21% 90
2020
Q2 		$2.19M Sell
105,552
-9,680
-8% -$179K 0.25% 81
2020
Q1 		$1.82M Buy
+115,232
New +$2.61M 0.27% 71

Other funds holding MBCN

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

Clearstead Advisors's MBCN Position: Q1 2026 in Review

Clearstead Advisors sold out of Middlefield Banc Corp (MBCN) in Q1 2026, closing a stake of 34,684 shares — an estimated $1.2M sold.

Clearstead Advisors first reported a position in MBCN in Q1 2020 and held it in 24 quarters. The position peaked at $2.49M in Q3 2023. 1 fund tracked by Wall St. Rank holds MBCN as of Q1 2026.

  • Clearstead Advisors reported no remaining Middlefield Banc Corp position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 34,684 Middlefield Banc Corp shares in Q1 2026, an estimated $1.2M.
  • Clearstead Advisors first reported a position in Middlefield Banc Corp in Q1 2020 and held it in 24 quarters.
  • Clearstead Advisors's Middlefield Banc Corp position peaked at $2.49M in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Middlefield Banc Corp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.