EWM
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Evermay Wealth Management’s MasterBrand MBC Stock Holding History

Evermay Wealth Management’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 		$34.5K Buy
+3,354
New +$28.6K ﹤0.01% 392
2023
Q2 		– Sell
-2,129
Closed -$17.1K – 560
2023
Q1 		$17.1K Hold
2,129
– – ﹤0.01% 375
2022
Q4 		$16.1K Buy
+2,129
New +$17.4K ﹤0.01% 382

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Evermay Wealth Management's MBC Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in MasterBrand (MBC) in Q2 2026: 3,354 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in MBC as recently as Q1 2023.

Evermay Wealth Management first reported a position in MBC in Q4 2022 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Evermay Wealth Management held 3,354 shares of MasterBrand worth $34.5K as of Q2 2026.
  • MasterBrand was a new Evermay Wealth Management position in Q2 2026.
  • MasterBrand made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #392 holding.
  • Evermay Wealth Management first reported a position in MasterBrand in Q4 2022 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.