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Pinnacle Wealth Planning Services’s MasterBrand MBC Stock Holding History

Pinnacle Wealth Planning Services’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 		$77.4K Buy
7,520
+7,250
+2,685% +$61.9K 0.01% 1020
2026
Q1 		$2.24K Sell
270
-4,611
-94% -$49.8K ﹤0.01% 2426
2025
Q4 		$53.9K Buy
+4,881
New +$57.1K 0.01% 1147

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

Pinnacle Wealth Planning Services's MBC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its MasterBrand (MBC) stake by 2,685% in Q2 2026, buying an estimated $61.9K and bringing the position to 7,520 shares worth $77.4K. The position accounts for 0.01% of the portfolio, ranked #1020.

Pinnacle Wealth Planning Services first reported a position in MBC in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 7,520 shares of MasterBrand worth $77.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 7,250 MasterBrand shares in Q2 2026, an estimated $61.9K.
  • MasterBrand made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1020 holding.
  • Pinnacle Wealth Planning Services first reported a position in MasterBrand in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.