James T. Borello
MFSG icon

James T. Borello’s MFS Active Growth ETF MFSG Stock Holding History

James T. Borello’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
Q3 		$92.9K Sell
3,038
-8,871
-74% -$266K 0.02% 181
2026
Q2 		$360K Hold
11,909
– – 0.08% 83
2026
Q1 		$305K Hold
11,909
– – 0.08% 82
2025
Q4 		$337K Hold
11,909
– – 0.09% 75
2025
Q3 		$335K Buy
11,909
+250
+2% +$6.84K 0.09% 70
2025
Q2 		$309K Buy
+11,659
New +$277K 0.09% 71

Other funds holding MFSG

Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Dickmeyer Boyce Financial Management
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Roxbury Financial
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

James T. Borello's MFSG Position: Q3 2026 in Review

James T. Borello reduced its MFS Active Growth ETF (MFSG) stake by 74% in Q3 2026, selling an estimated $266K and leaving 3,038 shares worth $92.9K. The position accounts for 0.02% of the portfolio, ranked #181.

James T. Borello first reported a position in MFSG in Q2 2025 and has held it in 6 quarters since. The position peaked at $360K in Q2 2026. 8 funds tracked by Wall St. Rank hold MFSG as of Q3 2026.

  • James T. Borello held 3,038 shares of MFS Active Growth ETF worth $92.9K as of Q3 2026.
  • James T. Borello sold 8,871 MFS Active Growth ETF shares in Q3 2026, an estimated $266K.
  • MFS Active Growth ETF made up 0.02% of James T. Borello's portfolio in Q3 2026, its #181 holding.
  • James T. Borello first reported a position in MFS Active Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello's MFS Active Growth ETF position peaked at $360K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.