Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s MasterBrand MBC Stock Holding History

Steward Partners Investment Advisory’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 		$96.3K Buy
9,361
+2,921
+45% +$24.9K ﹤0.01% 2603
2026
Q1 		$53.5K Buy
6,440
+770
+14% +$8.32K ﹤0.01% 2743
2025
Q4 		$62.6K Hold
5,670
– – ﹤0.01% 2554
2025
Q3 		$74.7K Buy
5,670
+168
+3% +$2.08K ﹤0.01% 2411
2025
Q2 		$60.1K Sell
5,502
-175
-3% -$1.94K ﹤0.01% 2387
2025
Q1 		$74.1K Buy
5,677
+3,916
+222% +$59.5K ﹤0.01% 2189
2024
Q4 		$25.7K Hold
1,761
– – ﹤0.01% 2666
2024
Q3 		$32.6K Buy
1,761
+319
+22% +$5.2K ﹤0.01% 2441
2024
Q2 		$21.2K Sell
1,442
-30
-2% -$497 ﹤0.01% 2512
2024
Q1 		$27.6K Buy
1,472
+45
+3% +$713 ﹤0.01% 2375
2023
Q4 		$21.2K Buy
1,427
+17
+1% +$218 ﹤0.01% 2379
2023
Q3 		$17.1K Hold
1,410
– – ﹤0.01% 2389
2023
Q2 		$16.4K Sell
1,410
-3
-0.2% -$29 ﹤0.01% 2379
2023
Q1 		$11.4K Hold
1,413
– – ﹤0.01% 2498
2022
Q4 		$10.7K Buy
+1,413
New +$11.6K ﹤0.01% 2511

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
Gates Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Steward Partners Investment Advisory's MBC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its MasterBrand (MBC) stake by 45% in Q2 2026, buying an estimated $24.9K and bringing the position to 9,361 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Steward Partners Investment Advisory first reported a position in MBC in Q4 2022 and has held it in 15 quarters since. 348 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Steward Partners Investment Advisory held 9,361 shares of MasterBrand worth $96.3K as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,921 MasterBrand shares in Q2 2026, an estimated $24.9K.
  • MasterBrand made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2603 holding.
  • Steward Partners Investment Advisory first reported a position in MasterBrand in Q4 2022 and has held it in 15 quarters since.
  • 348 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.