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
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 $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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
PWM
Platt Wealth Management San Diego, California $103M AUM
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

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

Raymond James Financial increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 47% in Q1 2026, buying an estimated $355K and bringing the position to 43,854 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3785.

Raymond James Financial first reported a position in MFSM in Q3 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold MFSM as of Q1 2026.

  • Raymond James Financial held 43,854 shares of MFS Active Intermediate Muni Bond ETF worth $1.09M as of Q1 2026.
  • Raymond James Financial bought 14,092 MFS Active Intermediate Muni Bond ETF shares in Q1 2026, an estimated $355K.
  • MFS Active Intermediate Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3785 holding.
  • Raymond James Financial first reported a position in MFS Active Intermediate Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q1 2026.

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