SVB Wealth’s MasterBrand MBC Stock Holding History

SVB Wealth’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	-219	Closed	-$2.86K	–	1147
2025 Q1	$2.86K	Buy	+219	New	+$3.33K	﹤0.01%	1151

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

SVB Wealth's MBC Position: Q2 2025 in Review

SVB Wealth sold out of MasterBrand (MBC) in Q2 2025, closing a stake of 219 shares — an estimated $2.86K sold.

SVB Wealth first reported a position in MBC in Q1 2025 and held it in 1 quarter. The position peaked at $2.86K in Q1 2025. 325 funds tracked by Wall St. Rank hold MBC as of Q2 2025.

SVB Wealth reported no remaining MasterBrand position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 219 MasterBrand shares in Q2 2025, an estimated $2.86K.
SVB Wealth first reported a position in MasterBrand in Q1 2025 and held it in 1 quarter.
SVB Wealth's MasterBrand position peaked at $2.86K in Q1 2025.
325 funds tracked by Wall St. Rank held MasterBrand as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.