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 Q1	$393K	Buy	+14,689	New	+$402K	0.06%	180

Other funds holding MFSV

LPL Financial San Diego, California $377B AUM 19.32% 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 $6.13B AUM 23.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Richmond Investment Services opened a new position in MFS Active Value ETF (MFSV) in Q1 2026: 14,689 shares worth $393K. The stake represents 0.06% of the portfolio and ranks #180 among its holdings.

41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

Richmond Investment Services held 14,689 shares of MFS Active Value ETF worth $393K as of Q1 2026.
MFS Active Value ETF was a new Richmond Investment Services position in Q1 2026.
MFS Active Value ETF made up 0.06% of Richmond Investment Services's portfolio in Q1 2026, its #180 holding.
41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

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