Osaic Holdings
MFSG

Osaic Holdings’s MFS Active Growth ETF MFSG Stock Holding History

Osaic Holdings’s Portfolio MFSG Stock Details MFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6K Buy
648
+327
+102% +$8.92K ﹤0.01% 5976
2025
Q4 		$9.08K Buy
+321
New +$9.07K ﹤0.01% 6401

Other funds holding MFSG

EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings's MFSG Position: Q1 2026 in Review

Osaic Holdings increased its MFS Active Growth ETF (MFSG) stake by 102% in Q1 2026, buying an estimated $8.92K and bringing the position to 648 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5976.

Osaic Holdings first reported a position in MFSG in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • Osaic Holdings held 648 shares of MFS Active Growth ETF worth $16.6K as of Q1 2026.
  • Osaic Holdings bought 327 MFS Active Growth ETF shares in Q1 2026, an estimated $8.92K.
  • MFS Active Growth ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5976 holding.
  • Osaic Holdings first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.