SFA
MBC icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return