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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's MBC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its MasterBrand (MBC) stake by 14% in Q1 2026, buying an estimated $8.32K and bringing the position to 6,440 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Steward Partners Investment Advisory first reported a position in MBC in Q4 2022 and has held it in 14 quarters since. The position peaked at $74.7K in Q3 2025. 334 funds tracked by Wall St. Rank hold MBC as of Q1 2026.

Steward Partners Investment Advisory held 6,440 shares of MasterBrand worth $53.5K as of Q1 2026.
Steward Partners Investment Advisory bought 770 MasterBrand shares in Q1 2026, an estimated $8.32K.
MasterBrand made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2743 holding.
Steward Partners Investment Advisory first reported a position in MasterBrand in Q4 2022 and has held it in 14 quarters since.
Steward Partners Investment Advisory's MasterBrand position peaked at $74.7K in Q3 2025.
334 funds tracked by Wall St. Rank held MasterBrand as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.