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Mark Sheptoff Financial Planning’s MasterBrand MBC Stock Holding History

Mark Sheptoff Financial Planning’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 		$8.23K Hold
800
– – ﹤0.01% 386
2026
Q1 		$6.74K Buy
+800
New +$8.65K ﹤0.01% 390

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Mark Sheptoff Financial Planning's MBC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its MasterBrand (MBC) position steady in Q2 2026 at 800 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Mark Sheptoff Financial Planning first reported a position in MBC in Q1 2026 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Mark Sheptoff Financial Planning held 800 shares of MasterBrand worth $8.23K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its MasterBrand share count unchanged in Q2 2026.
  • MasterBrand made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #386 holding.
  • Mark Sheptoff Financial Planning first reported a position in MasterBrand in Q1 2026 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.