IAG Wealth Partners’s MasterBrand MBC Stock Holding History

IAG Wealth Partners’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	$665	Hold	80	–	–	﹤0.01%	495
2025 Q4	$883	Hold	80	–	–	﹤0.01%	469
2025 Q3	$1.05K	Hold	80	–	–	﹤0.01%	481
2025 Q2	$874	Hold	80	–	–	﹤0.01%	463
2025 Q1	$1.04K	Hold	80	–	–	﹤0.01%	469
2024 Q4	$1.17K	Hold	80	–	–	﹤0.01%	478
2024 Q3	$1.48K	Hold	80	–	–	﹤0.01%	454
2024 Q2	$1.17K	Hold	80	–	–	﹤0.01%	466
2024 Q1	$1.5K	Hold	80	–	–	﹤0.01%	413
2023 Q4	$1.19K	Hold	80	–	–	﹤0.01%	398
2023 Q3	$972	Hold	80	–	–	﹤0.01%	415
2023 Q2	$930	Hold	80	–	–	﹤0.01%	422
2023 Q1	$643	Hold	80	–	–	﹤0.01%	429
2022 Q4	$604	Buy	+80	New	+$655	﹤0.01%	418

Other funds holding MBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

SSP

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

IAG Wealth Partners's MBC Position: Q1 2026 in Review

IAG Wealth Partners held its MasterBrand (MBC) position steady in Q1 2026 at 80 shares worth $665. The position accounts for ﹤0.01% of the portfolio, ranked #495.

IAG Wealth Partners first reported a position in MBC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.5K in Q1 2024. 334 funds tracked by Wall St. Rank hold MBC as of Q1 2026.

IAG Wealth Partners held 80 shares of MasterBrand worth $665 as of Q1 2026.
IAG Wealth Partners left its MasterBrand share count unchanged in Q1 2026.
MasterBrand made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #495 holding.
IAG Wealth Partners first reported a position in MasterBrand in Q4 2022 and has held it in 14 quarters since.
IAG Wealth Partners's MasterBrand position peaked at $1.5K in Q1 2024.
334 funds tracked by Wall St. Rank held MasterBrand as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.