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
Q2 		$4.93M Buy
163,017
+140,385
+620% +$4.11M ﹤0.01% 2743
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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $672B AUM 33.48% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Raymond James Financial increased its MFS Active Growth ETF (MFSG) stake by 620% in Q2 2026, buying an estimated $4.11M and bringing the position to 163,017 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Raymond James Financial first reported a position in MFSG in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Raymond James Financial held 163,017 shares of MFS Active Growth ETF worth $4.93M as of Q2 2026.
  • Raymond James Financial bought 140,385 MFS Active Growth ETF shares in Q2 2026, an estimated $4.11M.
  • MFS Active Growth ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2743 holding.
  • Raymond James Financial first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

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