Atwood & Palmer’s MasterBrand MBC Stock Holding History

Atwood & Palmer’s Portfolio MBC Stock Details MBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.5K	Hold	5,078	–	–	﹤0.01%	291
2026 Q2	$52.3K	Hold	5,078	–	–	﹤0.01%	247
2026 Q1	$42.2K	Hold	5,078	–	–	﹤0.01%	258
2025 Q4	$56.1K	Hold	5,078	–	–	﹤0.01%	230
2025 Q3	$66.9K	Hold	5,078	–	–	﹤0.01%	221
2025 Q2	$55.5K	Hold	5,078	–	–	﹤0.01%	232
2025 Q1	$66.3K	Hold	5,078	–	–	﹤0.01%	205
2024 Q4	$74.2K	Hold	5,078	–	–	0.01%	198
2024 Q3	$94.1K	Hold	5,078	–	–	0.01%	187
2024 Q2	$74.5K	Hold	5,078	–	–	0.01%	205
2024 Q1	$95.2K	Hold	5,078	–	–	0.01%	188
2023 Q4	$75.4K	Hold	5,078	–	–	0.01%	201
2023 Q3	$61.7K	Hold	5,078	–	–	0.01%	205
2023 Q2	$59.1K	Buy	5,078 +278	+6%	+$2.67K	0.01%	214
2023 Q1	$38.6K	Hold	4,800	–	–	﹤0.01%	220
2022 Q4	$36.2K	Buy	+4,800	New	+$39.3K	﹤0.01%	235

Other funds holding MBC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Atwood & Palmer's MBC Position: Q3 2026 in Review

Atwood & Palmer held its MasterBrand (MBC) position steady in Q3 2026 at 5,078 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Atwood & Palmer first reported a position in MBC in Q4 2022 and has held it in 16 quarters since. The position peaked at $95.2K in Q1 2024. 14 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

Atwood & Palmer held 5,078 shares of MasterBrand worth $35.5K as of Q3 2026.
Atwood & Palmer left its MasterBrand share count unchanged in Q3 2026.
MasterBrand made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #291 holding.
Atwood & Palmer first reported a position in MasterBrand in Q4 2022 and has held it in 16 quarters since.
Atwood & Palmer's MasterBrand position peaked at $95.2K in Q1 2024.
14 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.