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Mather Group’s MasterBrand MBC Stock Holding History

Mather Group’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
Q3 		$13.9K Buy
1,983
+163
+9% +$1.37K ﹤0.01% 1551
2026
Q2 		$18.7K Sell
1,820
-526
-22% -$4.49K ﹤0.01% 1346
2026
Q1 		$19.5K Buy
+2,346
New +$25.4K ﹤0.01% 1283
2025
Q4 		– Sell
-2,154
Closed -$28.4K – 1247
2025
Q3 		$28.4K Buy
+2,154
New +$26.6K ﹤0.01% 1040
2025
Q2 		– Sell
-2,222
Closed -$29K – 1275
2025
Q1 		$29K Sell
2,222
-170
-7% -$2.58K ﹤0.01% 1006
2024
Q4 		$34.9K Hold
2,392
– – ﹤0.01% 945
2024
Q3 		$44.3K Sell
2,392
-48
-2% -$782 ﹤0.01% 905
2024
Q2 		$45.7K Buy
2,440
+153
+7% +$2.53K ﹤0.01% 1027
2024
Q1 		$34K Buy
+2,287
New +$36.3K ﹤0.01% 950

Other funds holding MBC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Mather Group's MBC Position: Q3 2026 in Review

Mather Group increased its MasterBrand (MBC) stake by 9% in Q3 2026, buying an estimated $1.37K and bringing the position to 1,983 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Mather Group first reported a position in MBC in Q1 2024 and has held it in 9 quarters since. The position peaked at $45.7K in Q2 2024. 17 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

  • Mather Group held 1,983 shares of MasterBrand worth $13.9K as of Q3 2026.
  • Mather Group bought 163 MasterBrand shares in Q3 2026, an estimated $1.37K.
  • MasterBrand made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1551 holding.
  • Mather Group first reported a position in MasterBrand in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's MasterBrand position peaked at $45.7K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.