Osaic Holdings
MFSG icon

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
Q3 		$13.6K Sell
446
-202
-31% -$6.06K ﹤0.01% 6453
2026
Q2 		$19.6K Hold
648
– – ﹤0.01% 6184
2026
Q1 		$16.6K Buy
648
+327
+102% +$8.92K ﹤0.01% 5976
2025
Q4 		$9.08K Buy
+321
New +$9.08K ﹤0.01% 6401

Other funds holding MFSG

Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Prosperity Financial Group
Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings's MFSG Position: Q3 2026 in Review

Osaic Holdings reduced its MFS Active Growth ETF (MFSG) stake by 31% in Q3 2026, selling an estimated $6.06K and leaving 446 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6453.

Osaic Holdings first reported a position in MFSG in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.6K in Q2 2026. 33 funds tracked by Wall St. Rank hold MFSG as of Q3 2026.

  • Osaic Holdings held 446 shares of MFS Active Growth ETF worth $13.6K as of Q3 2026.
  • Osaic Holdings sold 202 MFS Active Growth ETF shares in Q3 2026, an estimated $6.06K.
  • MFS Active Growth ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #6453 holding.
  • Osaic Holdings first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Osaic Holdings's MFS Active Growth ETF position peaked at $19.6K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.