GFG
MFSV

Greenbush Financial Group’s MFS Active Value ETF MFSV Stock Holding History

Greenbush Financial Group’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 		$13.8M Buy
515,923
+131,086
+34% +$3.59M 4.57% 9
2025
Q4 		$10.2M Buy
384,837
+70,196
+22% +$1.83M 3.47% 13
2025
Q3 		$8.23M Buy
314,641
+30,079
+11% +$770K 3.16% 15
2025
Q2 		$7.2M Buy
284,562
+27,442
+11% +$667K 3.14% 15
2025
Q1 		$6.35M Buy
+257,120
New +$6.33M 3.16% 16

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
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Greenbush Financial Group's MFSV Position: Q1 2026 in Review

Greenbush Financial Group increased its MFS Active Value ETF (MFSV) stake by 34% in Q1 2026, buying an estimated $3.59M and bringing the position to 515,923 shares worth $13.8M. The position accounts for 4.57% of the portfolio, ranked #9.

Greenbush Financial Group first reported a position in MFSV in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Greenbush Financial Group held 515,923 shares of MFS Active Value ETF worth $13.8M as of Q1 2026.
  • Greenbush Financial Group bought 131,086 MFS Active Value ETF shares in Q1 2026, an estimated $3.59M.
  • MFS Active Value ETF made up 4.57% of Greenbush Financial Group's portfolio in Q1 2026, its #9 holding.
  • Greenbush Financial Group first reported a position in MFS Active Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Greenbush Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.