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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

MBC holding history

MasterBrand, Inc. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MBC overviewAll 13F holders of MBCFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2024
Holdings of MBC by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−17,593−100.0%Sold outHolders
Q4 202517,593$194.2K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202516,032$175.2K<0.1%−3,696−18.7%ReducedHolders
Q1 202519,728$257.6K<0.1%+4,124+26.4%AddedHolders
Q4 202415,604$228.0K<0.1%+2,035+15.0%AddedHolders
Q3 202413,569$251.6K<0.1%+13,569NewHolders