Allegheny Financial Group’s MFS Active Growth ETF MFSG Stock Holding History

Allegheny Financial Group’s Portfolio MFSG Stock Details MFSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.6M	Buy	845,444 +192,031	+29%	+$5.62M	2.72%	6
2026 Q1	$16.7M	Buy	653,413 +229,458	+54%	+$6.26M	2.25%	11
2025 Q4	$12M	Buy	423,955 +291,901	+221%	+$8.25M	1.78%	14
2025 Q3	$3.72M	Buy	132,054 +58,477	+79%	+$1.6M	0.69%	25
2025 Q2	$1.95M	Buy	+73,577	New	+$1.75M	0.43%	45

Other funds holding MFSG

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allegheny Financial Group's MFSG Position: Q2 2026 in Review

Allegheny Financial Group increased its MFS Active Growth ETF (MFSG) stake by 29% in Q2 2026, buying an estimated $5.62M and bringing the position to 845,444 shares worth $25.6M. The position accounts for 2.72% of the portfolio, ranked #6.

Allegheny Financial Group first reported a position in MFSG in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

Allegheny Financial Group held 845,444 shares of MFS Active Growth ETF worth $25.6M as of Q2 2026.
Allegheny Financial Group bought 192,031 MFS Active Growth ETF shares in Q2 2026, an estimated $5.62M.
MFS Active Growth ETF made up 2.72% of Allegheny Financial Group's portfolio in Q2 2026, its #6 holding.
Allegheny Financial Group first reported a position in MFS Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.