CAL
MFSI

Capital Analysts LLC’s MFS Active International ETF MFSI Stock Holding History

Capital Analysts LLC’s Portfolio MFSI Stock Details MFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.7M Buy
864,447
+188,890
+28% +$5.84M 0.68% 29
2025
Q4 		$20.6M Buy
675,557
+141,452
+26% +$4.22M 0.57% 38
2025
Q3 		$15.8M Buy
534,105
+427,093
+399% +$12.3M 0.46% 50
2025
Q2 		$3.04M Buy
107,012
+87,849
+458% +$2.36M 0.1% 166
2025
Q1 		$493K Buy
+19,163
New +$490K 0.02% 369

Other funds holding MFSI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $296M AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital Analysts LLC's MFSI Position: Q1 2026 in Review

Capital Analysts LLC increased its MFS Active International ETF (MFSI) stake by 28% in Q1 2026, buying an estimated $5.84M and bringing the position to 864,447 shares worth $25.7M. The position accounts for 0.68% of the portfolio, ranked #29.

Capital Analysts LLC first reported a position in MFSI in Q1 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

  • Capital Analysts LLC held 864,447 shares of MFS Active International ETF worth $25.7M as of Q1 2026.
  • Capital Analysts LLC bought 188,890 MFS Active International ETF shares in Q1 2026, an estimated $5.84M.
  • MFS Active International ETF made up 0.68% of Capital Analysts LLC's portfolio in Q1 2026, its #29 holding.
  • Capital Analysts LLC first reported a position in MFS Active International ETF in Q1 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.