JY
MFSV

Jeff Yass’s MFS Active Value ETF MFSV Stock Holding History

Jeff Yass’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
Q2 		$1.11M Buy
38,817
+16,553
+74% +$459K ﹤0.01% 7933
2026
Q1 		$595K Sell
22,264
-6,117
-22% -$167K ﹤0.01% 9220
2025
Q4 		$753K Buy
+28,381
New +$741K ﹤0.01% 7858

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Jeff Yass's MFSV Position: Q2 2026 in Review

Jeff Yass increased its MFS Active Value ETF (MFSV) stake by 74% in Q2 2026, buying an estimated $459K and bringing the position to 38,817 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #7933.

Jeff Yass first reported a position in MFSV in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Jeff Yass held 38,817 shares of MFS Active Value ETF worth $1.11M as of Q2 2026.
  • Jeff Yass bought 16,553 MFS Active Value ETF shares in Q2 2026, an estimated $459K.
  • MFS Active Value ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7933 holding.
  • Jeff Yass first reported a position in MFS Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.