Raymond James Financial
MFSM

Raymond James Financial’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Raymond James Financial’s Portfolio MFSM Stock Details MFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.43M Buy
255,309
+211,455
+482% +$5.3M ﹤0.01% 2544
2026
Q1 		$1.09M Buy
43,854
+14,092
+47% +$355K ﹤0.01% 3785
2025
Q4 		$745K Sell
29,762
-1,002
-3% -$25.1K ﹤0.01% 3982
2025
Q3 		$764K Buy
+30,764
New +$755K ﹤0.01% 3856

Other funds holding MFSM

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
PWM
Platt Wealth Management San Diego, California $124M AUM
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Raymond James Financial increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 482% in Q2 2026, buying an estimated $5.3M and bringing the position to 255,309 shares worth $6.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

Raymond James Financial first reported a position in MFSM in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

  • Raymond James Financial held 255,309 shares of MFS Active Intermediate Muni Bond ETF worth $6.43M as of Q2 2026.
  • Raymond James Financial bought 211,455 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $5.3M.
  • MFS Active Intermediate Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2544 holding.
  • Raymond James Financial first reported a position in MFS Active Intermediate Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

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