Summit Securities Group’s MasterBrand MBC Stock Holding History

Summit Securities Group’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 Q4	–	Sell	-998	Closed	-$13.1K	–	1154
2025 Q3	$13.1K	Buy	+998	New	+$12.3K	﹤0.01%	847

Other funds holding MBC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Summit Securities Group's MBC Position: Q4 2025 in Review

Summit Securities Group sold out of MasterBrand (MBC) in Q4 2025, closing a stake of 998 shares — an estimated $13.1K sold.

Summit Securities Group first reported a position in MBC in Q3 2025 and held it in 1 quarter. The position peaked at $13.1K in Q3 2025. 331 funds tracked by Wall St. Rank hold MBC as of Q4 2025.

Summit Securities Group reported no remaining MasterBrand position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 998 MasterBrand shares in Q4 2025, an estimated $13.1K.
Summit Securities Group first reported a position in MasterBrand in Q3 2025 and held it in 1 quarter.
Summit Securities Group's MasterBrand position peaked at $13.1K in Q3 2025.
331 funds tracked by Wall St. Rank held MasterBrand as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.