Burkett Financial Services’s MasterBrand MBC Stock Holding History

Burkett Financial Services’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 Q2	$2.06K	Hold	200	–	–	﹤0.01%	240
2026 Q1	$1.66K	Hold	200	–	–	﹤0.01%	224
2025 Q4	$2.21K	Hold	200	–	–	﹤0.01%	204
2025 Q3	$2.63K	Hold	200	–	–	﹤0.01%	195
2025 Q2	$2.19K	Hold	200	–	–	﹤0.01%	199
2025 Q1	$2.61K	Hold	200	–	–	﹤0.01%	214
2024 Q4	$2.92K	Hold	200	–	–	﹤0.01%	181
2024 Q3	$3.71K	Hold	200	–	–	﹤0.01%	165
2024 Q2	$2.94K	Hold	200	–	–	﹤0.01%	167
2024 Q1	$3.75K	Hold	200	–	–	﹤0.01%	163
2023 Q4	$2.97K	Buy	+200	New	+$2.56K	﹤0.01%	165

Other funds holding MBC

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return