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
Q2 		$9.95M Buy
346,332
+6,010
+2% +$167K 0.04% 381
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 $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners's MFSV Position: Q2 2026 in Review

&Partners increased its MFS Active Value ETF (MFSV) stake by 1.8% in Q2 2026, buying an estimated $167K and bringing the position to 346,332 shares worth $9.95M. The position accounts for 0.04% of the portfolio, ranked #381.

&Partners first reported a position in MFSV in Q1 2025 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • &Partners held 346,332 shares of MFS Active Value ETF worth $9.95M as of Q2 2026.
  • &Partners bought 6,010 MFS Active Value ETF shares in Q2 2026, an estimated $167K.
  • MFS Active Value ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #381 holding.
  • &Partners first reported a position in MFS Active Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.