FZCM
MFSB

Flynn Zito Capital Management’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Flynn Zito Capital Management’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
Q1 		$4.09M Buy
+164,356
New +$4.15M 1.31% 22

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Flynn Zito Capital Management's MFSB Position: Q1 2026 in Review

Flynn Zito Capital Management opened a new position in MFS Active Core Plus Bond ETF (MFSB) in Q1 2026: 164,356 shares worth $4.09M. The stake represents 1.31% of the portfolio and ranks #22 among its holdings.

33 funds tracked by Wall St. Rank hold MFSB as of Q1 2026.

  • Flynn Zito Capital Management held 164,356 shares of MFS Active Core Plus Bond ETF worth $4.09M as of Q1 2026.
  • MFS Active Core Plus Bond ETF was a new Flynn Zito Capital Management position in Q1 2026.
  • MFS Active Core Plus Bond ETF made up 1.31% of Flynn Zito Capital Management's portfolio in Q1 2026, its #22 holding.
  • 33 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q1 2026.

Based on Flynn Zito Capital Management's 13F filing for Q1 2026, filed 4 May 2026.