Richmond Investment Services’s MFS Active Growth ETF MFSG Stock Holding History

Richmond Investment Services’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	$269K	Buy	+10,505	New	+$287K	0.04%	217

Other funds holding MFSG

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Richmond Investment Services's MFSG Position: Q1 2026 in Review

Richmond Investment Services opened a new position in MFS Active Growth ETF (MFSG) in Q1 2026: 10,505 shares worth $269K. The stake represents 0.04% of the portfolio and ranks #217 among its holdings.

33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

Richmond Investment Services held 10,505 shares of MFS Active Growth ETF worth $269K as of Q1 2026.
MFS Active Growth ETF was a new Richmond Investment Services position in Q1 2026.
MFS Active Growth ETF made up 0.04% of Richmond Investment Services's portfolio in Q1 2026, its #217 holding.
33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.