BFC Planning, Inc.’s MasterBrand MBC Stock Holding History

BFC Planning, Inc.’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	$7K	Hold	1,000	–	–	﹤0.01%	2538
2026 Q2	$10.3K	Hold	1,000	–	–	﹤0.01%	2358
2026 Q1	$8.31K	Hold	1,000	–	–	﹤0.01%	2123
2025 Q4	$11K	Hold	1,000	–	–	﹤0.01%	2029
2025 Q3	$13.2K	Hold	1,000	–	–	﹤0.01%	1768
2025 Q2	$10.9K	Hold	1,000	–	–	﹤0.01%	1763
2025 Q1	$13.1K	Hold	1,000	–	–	﹤0.01%	1651
2024 Q4	$14.6K	Hold	1,000	–	–	﹤0.01%	1589
2024 Q3	$18.5K	Buy	+1,000	New	+$16.3K	﹤0.01%	1486

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

BFC Planning, Inc.'s MBC Position: Q3 2026 in Review

BFC Planning, Inc. held its MasterBrand (MBC) position steady in Q3 2026 at 1,000 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

BFC Planning, Inc. first reported a position in MBC in Q3 2024 and has held it in 9 quarters since. The position peaked at $18.5K in Q3 2024. 250 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

BFC Planning, Inc. held 1,000 shares of MasterBrand worth $7K as of Q3 2026.
BFC Planning, Inc. left its MasterBrand share count unchanged in Q3 2026.
MasterBrand made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2538 holding.
BFC Planning, Inc. first reported a position in MasterBrand in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s MasterBrand position peaked at $18.5K in Q3 2024.
250 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.