Mariner
MFSV icon

Mariner’s MFS Active Value ETF MFSV Stock Holding History

Mariner’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 		– Sell
-8,333
Closed -$223K – 3971
2026
Q1 		$223K Buy
8,333
+15
+0.2% +$410 ﹤0.01% 3098
2025
Q4 		$221K Buy
+8,318
New +$217K ﹤0.01% 3093

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Arkadios Wealth Advisors
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
Private Advisor Group
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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Mariner's MFSV Position: Q2 2026 in Review

Mariner sold out of MFS Active Value ETF (MFSV) in Q2 2026, closing a stake of 8,333 shares — an estimated $223K sold.

Mariner first reported a position in MFSV in Q4 2025 and held it in 2 quarters. The position peaked at $223K in Q1 2026. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Mariner reported no remaining MFS Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 8,333 MFS Active Value ETF shares in Q2 2026, an estimated $223K.
  • Mariner first reported a position in MFS Active Value ETF in Q4 2025 and held it in 2 quarters.
  • Mariner's MFS Active Value ETF position peaked at $223K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.