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
Q2 		$114M Sell
3,512,368
-209,906
-6% -$6.66M 0.03% 596
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 $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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 $4.34B AUM 17.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

LPL Financial's MFSI Position: Q2 2026 in Review

LPL Financial reduced its MFS Active International ETF (MFSI) stake by 5.6% in Q2 2026, selling an estimated $6.66M and leaving 3,512,368 shares worth $114M. The position accounts for 0.03% of the portfolio, ranked #596.

LPL Financial first reported a position in MFSI in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

  • LPL Financial held 3,512,368 shares of MFS Active International ETF worth $114M as of Q2 2026.
  • LPL Financial sold 209,906 MFS Active International ETF shares in Q2 2026, an estimated $6.66M.
  • MFS Active International ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #596 holding.
  • LPL Financial first reported a position in MFS Active International ETF in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.