P
MFSV

&Partners’s MFS Active Value ETF MFSV Stock Holding History

&Partners’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 		$9.1M Buy
340,322
+311,656
+1,087% +$8.52M 0.05% 353
2025
Q4 		$761K Buy
28,666
+6,717
+31% +$175K ﹤0.01% 1384
2025
Q3 		$574K Buy
21,949
+370
+2% +$9.47K ﹤0.01% 1373
2025
Q2 		$546K Buy
21,579
+7,024
+48% +$171K ﹤0.01% 1313
2025
Q1 		$356K Buy
+14,555
New +$358K ﹤0.01% 1320

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

&Partners's MFSV Position: Q1 2026 in Review

&Partners increased its MFS Active Value ETF (MFSV) stake by 1,087% in Q1 2026, buying an estimated $8.52M and bringing the position to 340,322 shares worth $9.1M. The position accounts for 0.05% of the portfolio, ranked #353.

&Partners first reported a position in MFSV in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • &Partners held 340,322 shares of MFS Active Value ETF worth $9.1M as of Q1 2026.
  • &Partners bought 311,656 MFS Active Value ETF shares in Q1 2026, an estimated $8.52M.
  • MFS Active Value ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #353 holding.
  • &Partners first reported a position in MFS Active Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

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