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
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

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

Dickmeyer Boyce Financial Management's MFSG Position: Q2 2026 in Review

Dickmeyer Boyce Financial Management reduced its MFS Active Growth ETF (MFSG) stake by 7.8% in Q2 2026, selling an estimated $38.4K and leaving 15,400 shares worth $466K. The position accounts for 0.24% of the portfolio, ranked #91.

Dickmeyer Boyce Financial Management first reported a position in MFSG in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Dickmeyer Boyce Financial Management held 15,400 shares of MFS Active Growth ETF worth $466K as of Q2 2026.
  • Dickmeyer Boyce Financial Management sold 1,311 MFS Active Growth ETF shares in Q2 2026, an estimated $38.4K.
  • MFS Active Growth ETF made up 0.24% of Dickmeyer Boyce Financial Management's portfolio in Q2 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 2 quarters since.
  • 40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.