Raymond James Financial
MFSG

Raymond James Financial’s MFS Active Growth ETF MFSG Stock Holding History

Raymond James Financial’s Portfolio MFSG Stock Details MFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$579K Buy
22,632
+136
+0.6% +$3.71K ﹤0.01% 4259
2025
Q4 		$637K Buy
+22,496
New +$636K ﹤0.01% 4094

Other funds holding MFSG

EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial's MFSG Position: Q1 2026 in Review

Raymond James Financial increased its MFS Active Growth ETF (MFSG) stake by 0.6% in Q1 2026, buying an estimated $3.71K and bringing the position to 22,632 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #4259.

Raymond James Financial first reported a position in MFSG in Q4 2025 and has held it in 2 quarters since. The position peaked at $637K in Q4 2025. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • Raymond James Financial held 22,632 shares of MFS Active Growth ETF worth $579K as of Q1 2026.
  • Raymond James Financial bought 136 MFS Active Growth ETF shares in Q1 2026, an estimated $3.71K.
  • MFS Active Growth ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4259 holding.
  • Raymond James Financial first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Raymond James Financial's MFS Active Growth ETF position peaked at $637K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.