Farther Finance Advisors’s MasterBrand MBC Stock Holding History

Farther Finance 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 Q1	$23K	Buy	2,788 +936	+51%	+$10.1K	﹤0.01%	3561
2025 Q4	$20.4K	Buy	1,852 +355	+24%	+$4.16K	﹤0.01%	3427
2025 Q3	$19.7K	Buy	1,497 +62	+4%	+$767	﹤0.01%	3052
2025 Q2	$15.7K	Buy	1,435 +1	+0.1%	+$11	﹤0.01%	2826
2025 Q1	$18.6K	Buy	1,434 +1,079	+304%	+$16.4K	﹤0.01%	2420
2024 Q4	$5.19K	Buy	355 +58	+20%	+$989	﹤0.01%	2654
2024 Q3	$5.51K	Buy	297 +39	+15%	+$636	﹤0.01%	2598
2024 Q2	$3.72K	Buy	258 +38	+17%	+$629	﹤0.01%	2527
2024 Q1	$4.04K	Sell	220 -36	-14%	-$571	﹤0.01%	2164
2023 Q4	$3.8K	Buy	256 +75	+41%	+$962	﹤0.01%	2105
2023 Q3	$2.2K	Buy	181 +2	+1%	+$25	﹤0.01%	1818
2023 Q2	$2.08K	Sell	179 -4	-2%	-$38	﹤0.01%	1738
2023 Q1	$1.47K	Sell	183 -6	-3%	-$53	﹤0.01%	1740
2022 Q4	$1.43K	Buy	+189	New	+$1.55K	﹤0.01%	1557

Other funds holding MBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return

Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return