Raymond James Financial
MFSB

Raymond James Financial’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Raymond James Financial’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 		$12.2M Buy
487,425
+224,794
+86% +$5.62M ﹤0.01% 1989
2026
Q1 		$6.54M Buy
+262,631
New +$6.62M ﹤0.01% 2377

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Raymond James Financial's MFSB Position: Q2 2026 in Review

Raymond James Financial increased its MFS Active Core Plus Bond ETF (MFSB) stake by 86% in Q2 2026, buying an estimated $5.62M and bringing the position to 487,425 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Raymond James Financial first reported a position in MFSB in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Raymond James Financial held 487,425 shares of MFS Active Core Plus Bond ETF worth $12.2M as of Q2 2026.
  • Raymond James Financial bought 224,794 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $5.62M.
  • MFS Active Core Plus Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1989 holding.
  • Raymond James Financial first reported a position in MFS Active Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.