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
Q2 		$41.1M Buy
1,452,707
+603,980
+71% +$16.8M 0.02% 459
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 $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies's MFSV Position: Q2 2026 in Review

Jones Financial Companies increased its MFS Active Value ETF (MFSV) stake by 71% in Q2 2026, buying an estimated $16.8M and bringing the position to 1,452,707 shares worth $41.1M. The position accounts for 0.02% of the portfolio, ranked #459.

Jones Financial Companies first reported a position in MFSV in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Jones Financial Companies held 1,452,707 shares of MFS Active Value ETF worth $41.1M as of Q2 2026.
  • Jones Financial Companies bought 603,980 MFS Active Value ETF shares in Q2 2026, an estimated $16.8M.
  • MFS Active Value ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #459 holding.
  • Jones Financial Companies first reported a position in MFS Active Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.