Sequoia Financial Advisors’s MasterBrand MBC Stock Holding History

Sequoia Financial Advisors’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	$435K	Buy	+42,255	New	+$361K	﹤0.01%	1429
2025 Q2	–	Sell	-11,090	Closed	-$145K	–	1622
2025 Q1	$145K	Sell	11,090 -903	-8%	-$13.7K	﹤0.01%	1299
2024 Q4	$175K	Sell	11,993 -1,283	-10%	-$21.9K	﹤0.01%	1245
2024 Q3	$246K	Buy	13,276 +83	+0.6%	+$1.35K	﹤0.01%	1072
2024 Q2	$194K	Buy	13,193 +93	+0.7%	+$1.54K	﹤0.01%	1110
2024 Q1	$245K	Buy	13,100 +442	+3%	+$7.01K	﹤0.01%	953
2023 Q4	$188K	Buy	12,658 +2,310	+22%	+$29.6K	﹤0.01%	1114
2023 Q3	$126K	Sell	10,348 -211	-2%	-$2.59K	﹤0.01%	902
2023 Q2	$123K	Buy	+10,559	New	+$101K	﹤0.01%	907

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

Sequoia Financial Advisors's MBC Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in MasterBrand (MBC) in Q2 2026: 42,255 shares worth $435K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in MBC as recently as Q1 2025.

Sequoia Financial Advisors first reported a position in MBC in Q2 2023 and has held it in 9 quarters since. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Sequoia Financial Advisors held 42,255 shares of MasterBrand worth $435K as of Q2 2026.
MasterBrand was a new Sequoia Financial Advisors position in Q2 2026.
MasterBrand made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1429 holding.
Sequoia Financial Advisors first reported a position in MasterBrand in Q2 2023 and has held it in 9 quarters since.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.