PRRFG
MFSV

Paul R. Ried Financial Group’s MFS Active Value ETF MFSV Stock Holding History

Paul R. Ried Financial Group’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 		$32.5M Buy
1,138,859
+180,040
+19% +$5M 14.21% 1
2026
Q1 		$25.6M Buy
958,819
+362,395
+61% +$9.91M 11.91% 2
2025
Q4 		$15.8M Buy
596,424
+394,269
+195% +$10.3M 7.48% 6
2025
Q3 		$5.29M Buy
202,155
+168,426
+499% +$4.31M 2.67% 10
2025
Q2 		$853K Buy
+33,729
New +$820K 0.52% 19

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
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paul R. Ried Financial Group's MFSV Position: Q2 2026 in Review

Paul R. Ried Financial Group increased its MFS Active Value ETF (MFSV) stake by 19% in Q2 2026, buying an estimated $5M and bringing the position to 1,138,859 shares worth $32.5M. The position accounts for 14.21% of the portfolio, ranked #1.

Paul R. Ried Financial Group first reported a position in MFSV in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Paul R. Ried Financial Group held 1,138,859 shares of MFS Active Value ETF worth $32.5M as of Q2 2026.
  • Paul R. Ried Financial Group bought 180,040 MFS Active Value ETF shares in Q2 2026, an estimated $5M.
  • MFS Active Value ETF made up 14.21% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #1 holding.
  • Paul R. Ried Financial Group first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.