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Root Financial Partners’s MasterBrand MBC Stock Holding History

Root Financial Partners’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 		– Sell
-131
Closed -$1.09K – 2022
2026
Q1 		$1.09K Buy
131
+118
+908% +$1.27K ﹤0.01% 2579
2025
Q4 		$144 Sell
13
-27
-68% -$316 ﹤0.01% 2310
2025
Q3 		$527 Buy
+40
New +$495 ﹤0.01% 2144

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

Root Financial Partners's MBC Position: Q2 2026 in Review

Root Financial Partners sold out of MasterBrand (MBC) in Q2 2026, closing a stake of 131 shares — an estimated $1.09K sold.

Root Financial Partners first reported a position in MBC in Q3 2025 and held it in 3 quarters. The position peaked at $1.09K in Q1 2026. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Root Financial Partners reported no remaining MasterBrand position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 131 MasterBrand shares in Q2 2026, an estimated $1.09K.
  • Root Financial Partners first reported a position in MasterBrand in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MasterBrand position peaked at $1.09K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.