JFS Wealth Advisors’s MasterBrand MBC Stock Holding History

JFS Wealth 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 Q2	$42	Sell	4 -41	-91%	-$350	﹤0.01%	2232
2026 Q1	$374	Hold	45	–	–	﹤0.01%	1791
2025 Q4	$497	Hold	45	–	–	﹤0.01%	1803
2025 Q3	$593	Hold	45	–	–	﹤0.01%	1731
2025 Q2	$492	Sell	45 -2	-4%	-$22	﹤0.01%	1699
2025 Q1	$614	Hold	47	–	–	﹤0.01%	1745
2024 Q4	$687	Hold	47	–	–	﹤0.01%	1735
2024 Q3	$872	Buy	47 +2	+4%	+$33	﹤0.01%	1727
2024 Q2	$661	Hold	45	–	–	﹤0.01%	1764
2024 Q1	$844	Hold	45	–	–	﹤0.01%	1694
2023 Q4	$669	Hold	45	–	–	﹤0.01%	1744
2023 Q3	$547	Hold	45	–	–	﹤0.01%	1734
2023 Q2	$524	Sell	45 -32	-42%	-$307	﹤0.01%	1747
2023 Q1	$620	Hold	77	–	–	﹤0.01%	1685
2022 Q4	$581	Buy	+77	New	+$631	﹤0.01%	1715

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

JFS Wealth Advisors's MBC Position: Q2 2026 in Review

JFS Wealth Advisors reduced its MasterBrand (MBC) stake by 91% in Q2 2026, selling an estimated $350 and leaving 4 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

JFS Wealth Advisors first reported a position in MBC in Q4 2022 and has held it in 15 quarters since. The position peaked at $872 in Q3 2024. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

JFS Wealth Advisors held 4 shares of MasterBrand worth $42 as of Q2 2026.
JFS Wealth Advisors sold 41 MasterBrand shares in Q2 2026, an estimated $350.
MasterBrand made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2232 holding.
JFS Wealth Advisors first reported a position in MasterBrand in Q4 2022 and has held it in 15 quarters since.
JFS Wealth Advisors's MasterBrand position peaked at $872 in Q3 2024.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.