CI
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CX Institutional’s MasterBrand MBC Stock Holding History

CX Institutional’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 		$3K Hold
484
– – ﹤0.01% 1512
2026
Q2 		$5K Hold
484
– – ﹤0.01% 1369
2026
Q1 		$4K Hold
484
– – ﹤0.01% 1380
2025
Q4 		$5K Hold
484
– – ﹤0.01% 1275
2025
Q3 		$6K Hold
484
– – ﹤0.01% 1249
2025
Q2 		$5K Hold
484
– – ﹤0.01% 1096
2025
Q1 		$6K Buy
+484
New +$7.36K ﹤0.01% 1053

Other funds holding MBC

Wealth Enhancement Advisory Services
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
AP
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's MBC Position: Q3 2026 in Review

CX Institutional held its MasterBrand (MBC) position steady in Q3 2026 at 484 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

CX Institutional first reported a position in MBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $6K in Q3 2025. 14 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

  • CX Institutional held 484 shares of MasterBrand worth $3K as of Q3 2026.
  • CX Institutional left its MasterBrand share count unchanged in Q3 2026.
  • MasterBrand made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1512 holding.
  • CX Institutional first reported a position in MasterBrand in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's MasterBrand position peaked at $6K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.