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 Q3	$1.4K	Hold	200	–	–	﹤0.01%	357
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

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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 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

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

Burkett Financial Services's MBC Position: Q3 2026 in Review

Burkett Financial Services held its MasterBrand (MBC) position steady in Q3 2026 at 200 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Burkett Financial Services first reported a position in MBC in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.75K in Q1 2024. 14 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

Burkett Financial Services held 200 shares of MasterBrand worth $1.4K as of Q3 2026.
Burkett Financial Services left its MasterBrand share count unchanged in Q3 2026.
MasterBrand made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #357 holding.
Burkett Financial Services first reported a position in MasterBrand in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's MasterBrand position peaked at $3.75K in Q1 2024.
14 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.