KFAS
MFSV

Keating Financial Advisory Services’s MFS Active Value ETF MFSV Stock Holding History

Keating Financial Advisory Services’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 		$2.88M Buy
100,665
+5,372
+6% +$149K 0.38% 49
2026
Q1 		$2.55M Buy
+95,293
New +$2.61M 0.41% 41

Other funds holding MFSV

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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

Keating Financial Advisory Services's MFSV Position: Q2 2026 in Review

Keating Financial Advisory Services increased its MFS Active Value ETF (MFSV) stake by 5.6% in Q2 2026, buying an estimated $149K and bringing the position to 100,665 shares worth $2.88M. The position accounts for 0.38% of the portfolio, ranked #49.

Keating Financial Advisory Services first reported a position in MFSV in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Keating Financial Advisory Services held 100,665 shares of MFS Active Value ETF worth $2.88M as of Q2 2026.
  • Keating Financial Advisory Services bought 5,372 MFS Active Value ETF shares in Q2 2026, an estimated $149K.
  • MFS Active Value ETF made up 0.38% of Keating Financial Advisory Services's portfolio in Q2 2026, its #49 holding.
  • Keating Financial Advisory Services first reported a position in MFS Active Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.