Jones Financial Companies
MFSV

Jones Financial Companies’s MFS Active Value ETF MFSV Stock Holding History

Jones Financial Companies’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 		$22.3M Buy
848,727
+471,173
+125% +$12.9M 0.01% 556
2025
Q4 		$10M Buy
377,554
+296,750
+367% +$7.74M 0.01% 453
2025
Q3 		$2.1M Buy
+80,804
New +$2.07M ﹤0.01% 834

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 $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $340M AUM 22.36% 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 $8.23B AUM 30.88% 1-Year Est. Return

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

Jones Financial Companies increased its MFS Active Value ETF (MFSV) stake by 125% in Q1 2026, buying an estimated $12.9M and bringing the position to 848,727 shares worth $22.3M. The position accounts for 0.01% of the portfolio, ranked #556.

Jones Financial Companies first reported a position in MFSV in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Jones Financial Companies held 848,727 shares of MFS Active Value ETF worth $22.3M as of Q1 2026.
  • Jones Financial Companies bought 471,173 MFS Active Value ETF shares in Q1 2026, an estimated $12.9M.
  • MFS Active Value ETF made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #556 holding.
  • Jones Financial Companies first reported a position in MFS Active Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

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