Crewe Advisors’s MasterBrand MBC Stock Holding History

Crewe Advisors’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	$4.72K	Buy	+459	New	+$3.92K	﹤0.01%	894
2025 Q4	–	Sell	-534	Closed	-$7.03K	–	1118
2025 Q3	$7.03K	Hold	534	–	–	﹤0.01%	689
2025 Q2	$5.84K	Hold	534	–	–	﹤0.01%	517
2025 Q1	$6.97K	Hold	534	–	–	﹤0.01%	453
2024 Q4	$7.8K	Hold	534	–	–	﹤0.01%	445
2024 Q3	$9.9K	Hold	534	–	–	﹤0.01%	494
2024 Q2	$7.84K	Hold	534	–	–	﹤0.01%	728
2024 Q1	$10K	Sell	534 -600	-53%	-$9.51K	﹤0.01%	618
2023 Q4	$16.8K	Hold	1,134	–	–	﹤0.01%	173
2023 Q3	$13.8K	Hold	1,134	–	–	﹤0.01%	220
2023 Q2	$13.2K	Hold	1,134	–	–	﹤0.01%	383
2023 Q1	$9.12K	Sell	1,134 -42	-4%	-$370	﹤0.01%	567
2022 Q4	$8.88K	Buy	+1,176	New	+$9.63K	﹤0.01%	573

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Crewe Advisors's MBC Position: Q2 2026 in Review

Crewe Advisors opened a new position in MasterBrand (MBC) in Q2 2026: 459 shares worth $4.72K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in MBC as recently as Q3 2025.

Crewe Advisors first reported a position in MBC in Q4 2022 and has held it in 13 quarters since. The position peaked at $16.8K in Q4 2023. 345 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Crewe Advisors held 459 shares of MasterBrand worth $4.72K as of Q2 2026.
MasterBrand was a new Crewe Advisors position in Q2 2026.
MasterBrand made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #894 holding.
Crewe Advisors first reported a position in MasterBrand in Q4 2022 and has held it in 13 quarters since.
Crewe Advisors's MasterBrand position peaked at $16.8K in Q4 2023.
345 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.