Evermay Wealth Management
MBC icon

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
Q3 		$21.6K Sell
3,090
-264
-8% -$2.22K ﹤0.01% 427
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

Pzena Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Evermay Wealth Management's MBC Position: Q3 2026 in Review

Evermay Wealth Management reduced its MasterBrand (MBC) stake by 7.9% in Q3 2026, selling an estimated $2.22K and leaving 3,090 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Evermay Wealth Management first reported a position in MBC in Q4 2022 and has held it in 4 quarters since. The position peaked at $34.5K in Q2 2026. 177 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

  • Evermay Wealth Management held 3,090 shares of MasterBrand worth $21.6K as of Q3 2026.
  • Evermay Wealth Management sold 264 MasterBrand shares in Q3 2026, an estimated $2.22K.
  • MasterBrand made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #427 holding.
  • Evermay Wealth Management first reported a position in MasterBrand in Q4 2022 and has held it in 4 quarters since.
  • Evermay Wealth Management's MasterBrand position peaked at $34.5K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.