EverSource Wealth Advisors’s Middlefield Banc Corp MBCN Stock Holding History

EverSource Wealth 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	-194	Closed	-$6.7K	–	4461
2025 Q4	$6.7K	Sell	194 -215	-53%	-$7.14K	﹤0.01%	2990
2025 Q3	$12.3K	Sell	409 -194	-32%	-$5.83K	﹤0.01%	2700
2025 Q2	$18.2K	Buy	603 +599	+14,975%	+$16.7K	﹤0.01%	2373
2025 Q1	$112	Buy	+4	New	+$104	﹤0.01%	3813

Other funds holding MBCN

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

EverSource Wealth Advisors's MBCN Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Middlefield Banc Corp (MBCN) in Q1 2026, closing a stake of 194 shares — an estimated $6.7K sold.

EverSource Wealth Advisors first reported a position in MBCN in Q1 2025 and held it in 4 quarters. The position peaked at $18.2K in Q2 2025. 1 fund tracked by Wall St. Rank holds MBCN as of Q1 2026.

EverSource Wealth Advisors reported no remaining Middlefield Banc Corp position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 194 Middlefield Banc Corp shares in Q1 2026, an estimated $6.7K.
EverSource Wealth Advisors first reported a position in Middlefield Banc Corp in Q1 2025 and held it in 4 quarters.
EverSource Wealth Advisors's Middlefield Banc Corp position peaked at $18.2K in Q2 2025.
1 fund tracked by Wall St. Rank held Middlefield Banc Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.