P
MFSI

&Partners’s MFS Active International ETF MFSI Stock Holding History

&Partners’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
Q1 		$338K Buy
11,361
+1,822
+19% +$56.3K ﹤0.01% 1914
2025
Q4 		$290K Buy
9,539
+1,470
+18% +$43.9K ﹤0.01% 1932
2025
Q3 		$238K Buy
8,069
+933
+13% +$26.8K ﹤0.01% 1873
2025
Q2 		$203K Buy
+7,136
New +$191K ﹤0.01% 1830

Other funds holding MFSI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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 $3.81B AUM 15.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $296M AUM 25.57% 1-Year Est. Return

&Partners's MFSI Position: Q1 2026 in Review

&Partners increased its MFS Active International ETF (MFSI) stake by 19% in Q1 2026, buying an estimated $56.3K and bringing the position to 11,361 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

&Partners first reported a position in MFSI in Q2 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

  • &Partners held 11,361 shares of MFS Active International ETF worth $338K as of Q1 2026.
  • &Partners bought 1,822 MFS Active International ETF shares in Q1 2026, an estimated $56.3K.
  • MFS Active International ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1914 holding.
  • &Partners first reported a position in MFS Active International ETF in Q2 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.