Bank of America
MFSG

Bank of America’s MFS Active Growth ETF MFSG Stock Holding History

Bank of America’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 		$498K Buy
16,438
+5,936
+57% +$174K ﹤0.01% 4965
2026
Q1 		$269K Buy
10,502
+1,593
+18% +$43.5K ﹤0.01% 5203
2025
Q4 		$252K Buy
+8,909
New +$252K ﹤0.01% 5227
2025
Q3 		– Sell
-1,995
Closed -$52.9K – 8786
2025
Q2 		$52.9K Sell
1,995
-8,837
-82% -$210K ﹤0.01% 6789
2025
Q1 		$244K Buy
+10,832
New +$267K ﹤0.01% 6071

Other funds holding MFSG

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America's MFSG Position: Q2 2026 in Review

Bank of America increased its MFS Active Growth ETF (MFSG) stake by 57% in Q2 2026, buying an estimated $174K and bringing the position to 16,438 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #4965.

Bank of America first reported a position in MFSG in Q1 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Bank of America held 16,438 shares of MFS Active Growth ETF worth $498K as of Q2 2026.
  • Bank of America bought 5,936 MFS Active Growth ETF shares in Q2 2026, an estimated $174K.
  • MFS Active Growth ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #4965 holding.
  • Bank of America first reported a position in MFS Active Growth ETF in Q1 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 Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.