DBFM
MFSG

Dickmeyer Boyce Financial Management’s MFS Active Growth ETF MFSG Stock Holding History

Dickmeyer Boyce Financial Management’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
Q3 		$427K Sell
13,969
-1,431
-9% -$42.9K 0.22% 91
2026
Q2 		$466K Sell
15,400
-1,311
-8% -$38.4K 0.24% 91
2026
Q1 		$428K Buy
+16,711
New +$456K 0.25% 84

Other funds holding MFSG

RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dickmeyer Boyce Financial Management's MFSG Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its MFS Active Growth ETF (MFSG) stake by 9.3% in Q3 2026, selling an estimated $42.9K and leaving 13,969 shares worth $427K. The position accounts for 0.22% of the portfolio, ranked #91.

Dickmeyer Boyce Financial Management first reported a position in MFSG in Q1 2026 and has held it in 3 quarters since. The position peaked at $466K in Q2 2026. 3 funds tracked by Wall St. Rank hold MFSG as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 13,969 shares of MFS Active Growth ETF worth $427K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 1,431 MFS Active Growth ETF shares in Q3 2026, an estimated $42.9K.
  • MFS Active Growth ETF made up 0.22% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #91 holding.
  • Dickmeyer Boyce Financial Management first reported a position in MFS Active Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's MFS Active Growth ETF position peaked at $466K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.