RWA
MBCN

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

Redmont 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
2025
Q4 		$911K Sell
26,376
-90
-0.3% -$2.99K 1.38% 18
2025
Q3 		$794K Sell
26,466
-5
-0% -$150 1.11% 25
2025
Q2 		$797K Buy
26,471
+8,311
+46% +$232K 1.17% 22
2025
Q1 		$508K Sell
18,160
-6,707
-27% -$175K 0.99% 21
2024
Q4 		$698K Sell
24,867
-251
-1% -$7.46K 1.21% 20
2024
Q3 		$723K Sell
25,118
-2,590
-9% -$66.6K 1.12% 21
2024
Q2 		$666K Sell
27,708
-4,309
-13% -$96.1K 1.05% 21
2024
Q1 		$765K Buy
32,017
+3,989
+14% +$105K 1.06% 30
2023
Q4 		$907K Sell
28,028
-4,098
-13% -$118K 1.32% 17
2023
Q3 		$816K Buy
32,126
+1,961
+7% +$53.9K 1.43% 16
2023
Q2 		$808K Buy
30,165
+3,003
+11% +$78.5K 1.39% 16
2023
Q1 		$761K Sell
27,162
-310
-1% -$8.61K 1.54% 12
2022
Q4 		$753K Buy
27,472
+4,390
+19% +$126K 0.88% 24
2022
Q3 		$626K Sell
23,082
-19
-0.1% -$505 0.81% 24
2022
Q2 		$582K Buy
23,101
+4,936
+27% +$125K 0.71% 31
2022
Q1 		$451K Buy
18,165
+2,640
+17% +$67K 0.48% 51
2021
Q4 		$385K Buy
+15,525
New +$392K 0.41% 55

Other funds holding MBCN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redmont Wealth Advisors's MBCN Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Middlefield Banc Corp (MBCN) stake by 0.34% in Q4 2025, selling an estimated $2.99K and leaving 26,376 shares worth $911K. The position accounts for 1.38% of the portfolio, ranked #18.

Redmont Wealth Advisors first reported a position in MBCN in Q4 2021 and has held it in 17 quarters since. 87 funds tracked by Wall St. Rank hold MBCN as of Q4 2025.

  • Redmont Wealth Advisors held 26,376 shares of Middlefield Banc Corp worth $911K as of Q4 2025.
  • Redmont Wealth Advisors sold 90 Middlefield Banc Corp shares in Q4 2025, an estimated $2.99K.
  • Middlefield Banc Corp made up 1.38% of Redmont Wealth Advisors's portfolio in Q4 2025, its #18 holding.
  • Redmont Wealth Advisors first reported a position in Middlefield Banc Corp in Q4 2021 and has held it in 17 quarters since.
  • 87 funds tracked by Wall St. Rank held Middlefield Banc Corp as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.