FFN
MEGI

Focus Financial Network’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Focus Financial Network’s Portfolio MEGI Stock Details MEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439K Buy
28,863
+2,459
+9% +$37.3K 0.01% 516
2026
Q1 		$388K Buy
26,404
+49
+0.2% +$715 0.01% 533
2025
Q4 		$363K Buy
26,355
+3,141
+14% +$44.5K 0.01% 533
2025
Q3 		$341K Sell
23,214
-353
-1% -$5.07K 0.01% 559
2025
Q2 		$335K Buy
23,567
+2,129
+10% +$29K 0.01% 539
2025
Q1 		$285K Sell
21,438
-29
-0.1% -$367 0.01% 567
2024
Q4 		$261K Buy
21,467
+587
+3% +$8K 0.01% 588
2024
Q3 		$311K Buy
20,880
+225
+1% +$3.08K 0.01% 537
2024
Q2 		$276K Buy
20,655
+530
+3% +$6.66K 0.01% 549
2024
Q1 		$234K Buy
20,125
+4,123
+26% +$52.7K 0.01% 568
2023
Q4 		$208K Buy
16,002
+1,937
+14% +$23.2K 0.01% 672
2023
Q3 		$166K Buy
14,065
+2,289
+19% +$30.5K 0.01% 569
2023
Q2 		$161K Buy
+11,776
New +$166K 0.01% 574

Other funds holding MEGI

CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Focus Financial Network's MEGI Position: Q2 2026 in Review

Focus Financial Network increased its MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) stake by 9.3% in Q2 2026, buying an estimated $37.3K and bringing the position to 28,863 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #516.

Focus Financial Network first reported a position in MEGI in Q2 2023 and has held it in 13 quarters since. 9 funds tracked by Wall St. Rank hold MEGI as of Q2 2026.

  • Focus Financial Network held 28,863 shares of MainStay CBRE Global Infrastructure Megatrends Term Fund worth $439K as of Q2 2026.
  • Focus Financial Network bought 2,459 MainStay CBRE Global Infrastructure Megatrends Term Fund shares in Q2 2026, an estimated $37.3K.
  • MainStay CBRE Global Infrastructure Megatrends Term Fund made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #516 holding.
  • Focus Financial Network first reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund in Q2 2023 and has held it in 13 quarters since.
  • 9 funds tracked by Wall St. Rank held MainStay CBRE Global Infrastructure Megatrends Term Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.