AF
CIF

Allworth Financial’s MFS Intermediate High Income Fund CIF Stock Holding History

Allworth Financial’s Portfolio CIF Stock Details CIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11K Hold
6,780
– – ﹤0.01% 3441
2025
Q4 		$11.5K Hold
6,780
– – ﹤0.01% 3170
2025
Q3 		$12K Hold
6,780
– – ﹤0.01% 3025
2025
Q2 		$11.8K Buy
+6,780
New +$11.4K ﹤0.01% 2815

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

Allworth Financial's CIF Position: Q1 2026 in Review

Allworth Financial held its MFS Intermediate High Income Fund (CIF) position steady in Q1 2026 at 6,780 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3441.

Allworth Financial first reported a position in CIF in Q2 2025 and has held it in 4 quarters since. The position peaked at $12K in Q3 2025. 28 funds tracked by Wall St. Rank hold CIF as of Q1 2026.

  • Allworth Financial held 6,780 shares of MFS Intermediate High Income Fund worth $11K as of Q1 2026.
  • Allworth Financial left its MFS Intermediate High Income Fund share count unchanged in Q1 2026.
  • MFS Intermediate High Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3441 holding.
  • Allworth Financial first reported a position in MFS Intermediate High Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's MFS Intermediate High Income Fund position peaked at $12K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.