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LifeSteps Financial’s MasterBrand MBC Stock Holding History

LifeSteps Financial’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 		$2.72K Buy
+264
New +$2.25K ﹤0.01% 634
2024
Q2 		– Sell
-264
Closed -$4.95K – 267
2024
Q1 		$4.95K Buy
+264
New +$4.18K ﹤0.01% 340

Other funds holding MBC

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

LifeSteps Financial's MBC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in MasterBrand (MBC) in Q2 2026: 264 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MBC as recently as Q1 2024.

LifeSteps Financial first reported a position in MBC in Q1 2024 and has held it in 2 quarters since. The position peaked at $4.95K in Q1 2024. 32 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • LifeSteps Financial held 264 shares of MasterBrand worth $2.72K as of Q2 2026.
  • MasterBrand was a new LifeSteps Financial position in Q2 2026.
  • MasterBrand made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #634 holding.
  • LifeSteps Financial first reported a position in MasterBrand in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's MasterBrand position peaked at $4.95K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.