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 Q2	$823	Hold	80	–	–	﹤0.01%	490
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 $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

IAG Wealth Partners's MBC Position: Q2 2026 in Review

IAG Wealth Partners held its MasterBrand (MBC) position steady in Q2 2026 at 80 shares worth $823. The position accounts for ﹤0.01% of the portfolio, ranked #490.

IAG Wealth Partners first reported a position in MBC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.5K in Q1 2024. 348 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

IAG Wealth Partners held 80 shares of MasterBrand worth $823 as of Q2 2026.
IAG Wealth Partners left its MasterBrand share count unchanged in Q2 2026.
MasterBrand made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #490 holding.
IAG Wealth Partners first reported a position in MasterBrand in Q4 2022 and has held it in 15 quarters since.
IAG Wealth Partners's MasterBrand position peaked at $1.5K in Q1 2024.
348 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.