RIS
MFSV

Richmond Investment Services’s MFS Active Value ETF MFSV Stock Holding History

Richmond Investment Services’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,689
Closed -$393K – 262
2026
Q1 		$393K Buy
+14,689
New +$402K 0.06% 180

Other funds holding MFSV

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
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Richmond Investment Services's MFSV Position: Q2 2026 in Review

Richmond Investment Services sold out of MFS Active Value ETF (MFSV) in Q2 2026, closing a stake of 14,689 shares — an estimated $393K sold.

Richmond Investment Services first reported a position in MFSV in Q1 2026 and held it in 1 quarter. The position peaked at $393K in Q1 2026. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Richmond Investment Services reported no remaining MFS Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 14,689 MFS Active Value ETF shares in Q2 2026, an estimated $393K.
  • Richmond Investment Services first reported a position in MFS Active Value ETF in Q1 2026 and held it in 1 quarter.
  • Richmond Investment Services's MFS Active Value ETF position peaked at $393K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.