EH
MFSV

Equitable Holdings’s MFS Active Value ETF MFSV Stock Holding History

Equitable Holdings’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Buy
+59,956
New +$1.64M 0.01% 812

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $243M AUM 22.03% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings's MFSV Position: Q1 2026 in Review

Equitable Holdings opened a new position in MFS Active Value ETF (MFSV) in Q1 2026: 59,956 shares worth $1.6M. The stake represents 0.01% of the portfolio and ranks #812 among its holdings.

41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Equitable Holdings held 59,956 shares of MFS Active Value ETF worth $1.6M as of Q1 2026.
  • MFS Active Value ETF was a new Equitable Holdings position in Q1 2026.
  • MFS Active Value ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #812 holding.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.