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Financial Gravity Asset Management’s MasterBrand MBC Stock Holding History

Financial Gravity Asset 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
Q1 		$1.33K Buy
+160
New +$1.73K ﹤0.01% 739
2025
Q1 		$2.09K Buy
+160
New +$2.43K ﹤0.01% 811

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's MBC Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in MasterBrand (MBC) in Q1 2026: 160 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MBC as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in MBC in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.09K in Q1 2025. 335 funds tracked by Wall St. Rank hold MBC as of Q1 2026.

  • Financial Gravity Asset Management held 160 shares of MasterBrand worth $1.33K as of Q1 2026.
  • MasterBrand was a new Financial Gravity Asset Management position in Q1 2026.
  • MasterBrand made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #739 holding.
  • Financial Gravity Asset Management first reported a position in MasterBrand in Q1 2025 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's MasterBrand position peaked at $2.09K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held MasterBrand as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.