Evelyn Partners’s MasterBrand MBC Stock Holding History

Evelyn Partners’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	$420	Hold	60	–	–	﹤0.01%	656
2026 Q2	$617	Buy	+60	New	+$512	﹤0.01%	536

Other funds holding MBC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Sixth Street Partners Dallas, Texas $485M AUM 12.65% 1-Year Est. Return

Paradigm Capital Management Inc Albany, New York $3.17B AUM 63.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Atlas FRM Greenwich, Connecticut $2.61B AUM 9.68% 1-Year Est. Return

Evelyn Partners's MBC Position: Q3 2026 in Review

Evelyn Partners held its MasterBrand (MBC) position steady in Q3 2026 at 60 shares worth $420. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Evelyn Partners first reported a position in MBC in Q2 2026 and has held it in 2 quarters since. The position peaked at $617 in Q2 2026. 250 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

Evelyn Partners held 60 shares of MasterBrand worth $420 as of Q3 2026.
Evelyn Partners left its MasterBrand share count unchanged in Q3 2026.
MasterBrand made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #656 holding.
Evelyn Partners first reported a position in MasterBrand in Q2 2026 and has held it in 2 quarters since.
Evelyn Partners's MasterBrand position peaked at $617 in Q2 2026.
250 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.