MJFG
MFSV

Mars Jewett Financial Group’s MFS Active Value ETF MFSV Stock Holding History

Mars Jewett Financial Group’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
Q1 		$2.23M Buy
83,574
+1,690
+2% +$46.2K 0.71% 13
2025
Q4 		$2.3M Buy
+81,884
New +$2.14M 0.69% 13

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $243M AUM 22.03% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mars Jewett Financial Group's MFSV Position: Q1 2026 in Review

Mars Jewett Financial Group increased its MFS Active Value ETF (MFSV) stake by 2.1% in Q1 2026, buying an estimated $46.2K and bringing the position to 83,574 shares worth $2.23M. The position accounts for 0.71% of the portfolio, ranked #13.

Mars Jewett Financial Group first reported a position in MFSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.3M in Q4 2025. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Mars Jewett Financial Group held 83,574 shares of MFS Active Value ETF worth $2.23M as of Q1 2026.
  • Mars Jewett Financial Group bought 1,690 MFS Active Value ETF shares in Q1 2026, an estimated $46.2K.
  • MFS Active Value ETF made up 0.71% of Mars Jewett Financial Group's portfolio in Q1 2026, its #13 holding.
  • Mars Jewett Financial Group first reported a position in MFS Active Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Mars Jewett Financial Group's MFS Active Value ETF position peaked at $2.3M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Mars Jewett Financial Group's 13F filing for Q1 2026, filed 15 May 2026.