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MBCN

Keeler & Nadler Financial Planning & Wealth Management’s Middlefield Banc Corp MBCN Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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
-9,064
Closed -$313K – 84
2025
Q4 		$313K Hold
9,064
– – 0.11% 62
2025
Q3 		$272K Sell
9,064
-316
-3% -$9.5K 0.1% 66
2025
Q2 		$282K Sell
9,380
-678
-7% -$18.9K 0.11% 62
2025
Q1 		$275K Hold
10,058
– – 0.12% 58
2024
Q4 		$282K Buy
+10,058
New +$299K 0.13% 57

Other funds holding MBCN

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

Keeler & Nadler Financial Planning & Wealth Management's MBCN Position: Q1 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Middlefield Banc Corp (MBCN) in Q1 2026, closing a stake of 9,064 shares — an estimated $313K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in MBCN in Q4 2024 and held it in 5 quarters. The position peaked at $313K in Q4 2025. 1 fund tracked by Wall St. Rank holds MBCN as of Q1 2026.

  • Keeler & Nadler Financial Planning & Wealth Management reported no remaining Middlefield Banc Corp position as of Q1 2026 after selling out during the quarter.
  • Keeler & Nadler Financial Planning & Wealth Management sold 9,064 Middlefield Banc Corp shares in Q1 2026, an estimated $313K.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Middlefield Banc Corp in Q4 2024 and held it in 5 quarters.
  • Keeler & Nadler Financial Planning & Wealth Management's Middlefield Banc Corp position peaked at $313K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Middlefield Banc Corp as of Q1 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.