Jones Financial Companies
MFSG

Jones Financial Companies’s MFS Active Growth ETF MFSG Stock Holding History

Jones Financial Companies’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
Q1 		$20.5M Buy
827,676
+197,429
+31% +$5.39M 0.01% 583
2025
Q4 		$17.8M Buy
630,247
+271,406
+76% +$7.67M 0.01% 336
2025
Q3 		$10M Buy
358,841
+260,625
+265% +$7.14M 0.01% 407
2025
Q2 		$2.58M Buy
+98,216
New +$2.34M ﹤0.01% 692

Other funds holding MFSG

EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies's MFSG Position: Q1 2026 in Review

Jones Financial Companies increased its MFS Active Growth ETF (MFSG) stake by 31% in Q1 2026, buying an estimated $5.39M and bringing the position to 827,676 shares worth $20.5M. The position accounts for 0.01% of the portfolio, ranked #583.

Jones Financial Companies first reported a position in MFSG in Q2 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • Jones Financial Companies held 827,676 shares of MFS Active Growth ETF worth $20.5M as of Q1 2026.
  • Jones Financial Companies bought 197,429 MFS Active Growth ETF shares in Q1 2026, an estimated $5.39M.
  • MFS Active Growth ETF made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #583 holding.
  • Jones Financial Companies first reported a position in MFS Active Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.