PAG
MFSB

Private Advisor Group’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Private Advisor Group’s Portfolio MFSB Stock Details MFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9M Buy
476,857
+441,913
+1,265% +$11M 0.05% 345
2026
Q1 		$870K Buy
34,944
+290
+0.8% +$7.32K ﹤0.01% 1512
2025
Q4 		$874K Buy
34,654
+24,904
+255% +$631K ﹤0.01% 1480
2025
Q3 		$246K Buy
+9,750
New +$244K ﹤0.01% 2211

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Private Advisor Group's MFSB Position: Q2 2026 in Review

Private Advisor Group increased its MFS Active Core Plus Bond ETF (MFSB) stake by 1,265% in Q2 2026, buying an estimated $11M and bringing the position to 476,857 shares worth $11.9M. The position accounts for 0.05% of the portfolio, ranked #345.

Private Advisor Group first reported a position in MFSB in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Private Advisor Group held 476,857 shares of MFS Active Core Plus Bond ETF worth $11.9M as of Q2 2026.
  • Private Advisor Group bought 441,913 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $11M.
  • MFS Active Core Plus Bond ETF made up 0.05% of Private Advisor Group's portfolio in Q2 2026, its #345 holding.
  • Private Advisor Group first reported a position in MFS Active Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.