LPL Financial
MFSI

LPL Financial’s MFS Active International ETF MFSI Stock Holding History

LPL Financial’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 		$111M Buy
3,722,274
+2,335,502
+168% +$72.2M 0.03% 533
2025
Q4 		$42.2M Buy
1,386,772
+457,505
+49% +$13.7M 0.01% 955
2025
Q3 		$27.5M Buy
+929,267
New +$26.7M 0.01% 1164

Other funds holding MFSI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

LPL Financial's MFSI Position: Q1 2026 in Review

LPL Financial increased its MFS Active International ETF (MFSI) stake by 168% in Q1 2026, buying an estimated $72.2M and bringing the position to 3,722,274 shares worth $111M. The position accounts for 0.03% of the portfolio, ranked #533.

LPL Financial first reported a position in MFSI in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

  • LPL Financial held 3,722,274 shares of MFS Active International ETF worth $111M as of Q1 2026.
  • LPL Financial bought 2,335,502 MFS Active International ETF shares in Q1 2026, an estimated $72.2M.
  • MFS Active International ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #533 holding.
  • LPL Financial first reported a position in MFS Active International ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.