Jones Financial Companies
MFSI

Jones Financial Companies’s MFS Active International ETF MFSI Stock Holding History

Jones Financial Companies’s Portfolio MFSI Stock Details MFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.1M Buy
1,777,016
+737,605
+71% +$22.8M 0.02% 335
2025
Q4 		$31.7M Buy
1,039,411
+519,326
+100% +$15.5M 0.02% 248
2025
Q3 		$15.2M Buy
520,085
+341,278
+191% +$9.81M 0.01% 339
2025
Q2 		$5.08M Buy
+178,807
New +$4.8M ﹤0.01% 493

Other funds holding MFSI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $296M AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Jones Financial Companies increased its MFS Active International ETF (MFSI) stake by 71% in Q1 2026, buying an estimated $22.8M and bringing the position to 1,777,016 shares worth $51.1M. The position accounts for 0.02% of the portfolio, ranked #335.

Jones Financial Companies first reported a position in MFSI in Q2 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

  • Jones Financial Companies held 1,777,016 shares of MFS Active International ETF worth $51.1M as of Q1 2026.
  • Jones Financial Companies bought 737,605 MFS Active International ETF shares in Q1 2026, an estimated $22.8M.
  • MFS Active International ETF made up 0.02% of Jones Financial Companies's portfolio in Q1 2026, its #335 holding.
  • Jones Financial Companies first reported a position in MFS Active International ETF in Q2 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

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