CWS
MFSB

Confluence Wealth Services’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Confluence Wealth Services’s Portfolio MFSB Stock Details MFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.1M Buy
1,167,653
+44,887
+4% +$1.12M 0.83% 26
2026
Q1 		$27.9M Buy
1,122,766
+417,865
+59% +$10.5M 1.08% 21
2025
Q4 		$17.8M Buy
+704,901
New +$17.8M 0.74% 26

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Confluence Wealth Services's MFSB Position: Q2 2026 in Review

Confluence Wealth Services increased its MFS Active Core Plus Bond ETF (MFSB) stake by 4% in Q2 2026, buying an estimated $1.12M and bringing the position to 1,167,653 shares worth $29.1M. The position accounts for 0.83% of the portfolio, ranked #26.

Confluence Wealth Services first reported a position in MFSB in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Confluence Wealth Services held 1,167,653 shares of MFS Active Core Plus Bond ETF worth $29.1M as of Q2 2026.
  • Confluence Wealth Services bought 44,887 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $1.12M.
  • MFS Active Core Plus Bond ETF made up 0.83% of Confluence Wealth Services's portfolio in Q2 2026, its #26 holding.
  • Confluence Wealth Services first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.