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SOA Wealth Advisors’s MasterBrand MBC Stock Holding History

SOA Wealth 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
Q1 		– Sell
-1
Closed -$11 – 882
2025
Q4 		$11 Hold
1
– – ﹤0.01% 862
2025
Q3 		$13 Hold
1
– – ﹤0.01% 885
2025
Q2 		$11 Hold
1
– – ﹤0.01% 871
2025
Q1 		$13 Sell
1
-112
-99% -$1.7K ﹤0.01% 875
2024
Q4 		$1.65K Hold
113
– – ﹤0.01% 702
2024
Q3 		$2.1K Hold
113
– – ﹤0.01% 666
2024
Q2 		$1.66K Hold
113
– – ﹤0.01% 688
2024
Q1 		$2.12K Hold
113
– – ﹤0.01% 703
2023
Q4 		$1.68K Hold
113
– – ﹤0.01% 717
2023
Q3 		$1.37K Hold
113
– – ﹤0.01% 740
2023
Q2 		$1.31K Hold
113
– – ﹤0.01% 762
2023
Q1 		$909 Buy
+113
New +$997 ﹤0.01% 795

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SOA Wealth Advisors's MBC Position: Q1 2026 in Review

SOA Wealth Advisors sold out of MasterBrand (MBC) in Q1 2026, closing a stake of 1 share — an estimated $11 sold.

SOA Wealth Advisors first reported a position in MBC in Q1 2023 and held it in 12 quarters. The position peaked at $2.12K in Q1 2024. 335 funds tracked by Wall St. Rank hold MBC as of Q1 2026.

  • SOA Wealth Advisors reported no remaining MasterBrand position as of Q1 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 MasterBrand share in Q1 2026, an estimated $11.
  • SOA Wealth Advisors first reported a position in MasterBrand in Q1 2023 and held it in 12 quarters.
  • SOA Wealth Advisors's MasterBrand position peaked at $2.12K in Q1 2024.
  • 335 funds tracked by Wall St. Rank held MasterBrand as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.