Prestige Wealth Management Group’s MasterBrand MBC Stock Holding History

Prestige Wealth Management 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 Q2	$186	Hold	18	–	–	﹤0.01%	1087
2026 Q1	$150	Hold	18	–	–	﹤0.01%	1093
2025 Q4	$199	Hold	18	–	–	﹤0.01%	990
2025 Q3	$238	Hold	18	–	–	﹤0.01%	976
2025 Q2	$197	Hold	18	–	–	﹤0.01%	983
2025 Q1	$236	Hold	18	–	–	﹤0.01%	979
2024 Q4	$263	Sell	18 -500	-97%	-$8.53K	﹤0.01%	1012
2024 Q3	$9.6K	Buy	518 +500	+2,778%	+$8.15K	﹤0.01%	462
2024 Q2	$265	Hold	18	–	–	﹤0.01%	964
2024 Q1	$338	Hold	18	–	–	﹤0.01%	980
2023 Q4	$268	Hold	18	–	–	﹤0.01%	995
2023 Q3	$219	Hold	18	–	–	﹤0.01%	1026
2023 Q2	$210	Hold	18	–	–	﹤0.01%	1038
2023 Q1	$145	Hold	18	–	–	﹤0.01%	1038
2022 Q4	$136	Buy	+18	New	+$147	﹤0.01%	1134

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

Prestige Wealth Management Group's MBC Position: Q2 2026 in Review

Prestige Wealth Management Group held its MasterBrand (MBC) position steady in Q2 2026 at 18 shares worth $186. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Prestige Wealth Management Group first reported a position in MBC in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.6K in Q3 2024. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Prestige Wealth Management Group held 18 shares of MasterBrand worth $186 as of Q2 2026.
Prestige Wealth Management Group left its MasterBrand share count unchanged in Q2 2026.
MasterBrand made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1087 holding.
Prestige Wealth Management Group first reported a position in MasterBrand in Q4 2022 and has held it in 15 quarters since.
Prestige Wealth Management Group's MasterBrand position peaked at $9.6K in Q3 2024.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.