United Capital Financial Advisors’s Middlefield Banc Corp MBCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-11,700
| Closed | -$404K | – | 1659 |
|
|
2025
Q4 | $404K | Hold |
11,700
| – | – | ﹤0.01% | 1051 |
|
|
2025
Q3 | $351K | Sell |
11,700
-1,000
| -8% | -$30.1K | ﹤0.01% | 972 |
|
|
2025
Q2 | $382K | Hold |
12,700
| – | – | ﹤0.01% | 854 |
|
|
2025
Q1 | $355K | Sell |
12,700
-2,300
| -15% | -$60.1K | ﹤0.01% | 842 |
|
|
2024
Q4 | $421K | Hold |
15,000
| – | – | ﹤0.01% | 781 |
|
|
2024
Q3 | $432K | Sell |
15,000
-3,264
| -18% | -$83.9K | ﹤0.01% | 766 |
|
|
2024
Q2 | $439K | Hold |
18,264
| – | – | ﹤0.01% | 738 |
|
|
2024
Q1 | $436K | Buy |
+18,264
| New | +$481K | ﹤0.01% | 771 |
|
|
2022
Q2 | – | Sell |
-30,000
| Closed | -$745K | – | 1164 |
|
|
2022
Q1 | $745K | Hold |
30,000
| – | – | ﹤0.01% | 743 |
|
|
2021
Q4 | $744K | Hold |
30,000
| – | – | ﹤0.01% | 755 |
|
|
2021
Q3 | $715K | Hold |
30,000
| – | – | ﹤0.01% | 763 |
|
|
2021
Q2 | $708K | Hold |
30,000
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $629K | Sell |
30,000
-636
| -2% | -$14.1K | ﹤0.01% | 788 |
|
|
2020
Q4 | $689K | Hold |
30,636
| – | – | ﹤0.01% | 769 |
|
|
2020
Q3 | $591K | Hold |
30,636
| – | – | ﹤0.01% | 792 |
|
|
2020
Q2 | $636K | Hold |
30,636
| – | – | ﹤0.01% | 785 |
|
|
2020
Q1 | $484K | Hold |
30,636
| – | – | ﹤0.01% | 831 |
|
|
2019
Q4 | $799K | Hold |
30,636
| – | – | 0.01% | 853 |
|
|
2019
Q3 | $718K | Hold |
30,636
| – | – | 0.01% | 843 |
|
|
2019
Q2 | $628K | Hold |
30,636
| – | – | ﹤0.01% | 967 |
|
|
2019
Q1 | $631K | Hold |
30,636
| – | – | ﹤0.01% | 914 |
|
|
2018
Q4 | $650K | Hold |
30,636
| – | – | 0.01% | 824 |
|
|
2018
Q3 | $721K | Hold |
30,636
| – | – | 0.01% | 861 |
|
|
2018
Q2 | $777K | Hold |
30,636
| – | – | 0.01% | 828 |
|
|
2018
Q1 | $752K | Hold |
30,636
| – | – | 0.01% | 843 |
|
|
2017
Q4 | $738K | Hold |
30,636
| – | – | 0.01% | 860 |
|
|
2017
Q3 | $706K | Hold |
30,636
| – | – | 0.01% | 867 |
|
|
2017
Q2 | $772K | Hold |
30,636
| – | – | 0.01% | 832 |
|
|
2017
Q1 | $692K | Hold |
30,636
| – | – | 0.01% | 837 |
|
|
2016
Q4 | $593K | Hold |
30,636
| – | – | 0.01% | 888 |
|
|
2016
Q3 | $518K | Hold |
30,636
| – | – | 0.01% | 963 |
|
|
2016
Q2 | $490K | Hold |
30,636
| – | – | 0.01% | 927 |
|
|
2016
Q1 | $483K | Hold |
30,636
| – | – | 0.01% | 889 |
|
|
2015
Q4 | $496K | Hold |
30,636
| – | – | 0.01% | 888 |
|
|
2015
Q3 | $469K | Hold |
30,636
| – | – | 0.01% | 913 |
|
|
2015
Q2 | $502K | Hold |
30,636
| – | – | 0.01% | 922 |
|
|
2015
Q1 | $488K | Hold |
30,636
| – | – | 0.01% | 901 |
|
|
2014
Q4 | $515K | Hold |
30,636
| – | – | 0.01% | 812 |
|
|
2014
Q3 | $519K | Buy |
+30,636
| New | +$521K | 0.01% | 787 |
|
Other funds holding MBCN
United Capital Financial Advisors's MBCN Position: Q1 2026 in Review
United Capital Financial Advisors sold out of Middlefield Banc Corp (MBCN) in Q1 2026, closing a stake of 11,700 shares — an estimated $404K sold.
United Capital Financial Advisors first reported a position in MBCN in Q3 2014 and held it in 39 quarters. The position peaked at $799K in Q4 2019. 1 fund tracked by Wall St. Rank holds MBCN as of Q1 2026.
- United Capital Financial Advisors reported no remaining Middlefield Banc Corp position as of Q1 2026 after selling out during the quarter.
- United Capital Financial Advisors sold 11,700 Middlefield Banc Corp shares in Q1 2026, an estimated $404K.
- United Capital Financial Advisors first reported a position in Middlefield Banc Corp in Q3 2014 and held it in 39 quarters.
- United Capital Financial Advisors's Middlefield Banc Corp position peaked at $799K in Q4 2019.
- 1 fund tracked by Wall St. Rank held Middlefield Banc Corp as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.