Roxbury Financial
MFSG icon

Roxbury Financial’s MFS Active Growth ETF MFSG Stock Holding History

Roxbury Financial’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
Q3 		$152K Sell
4,959
-34
-0.7% -$1.02K 0.12% 114
2026
Q2 		$151K Sell
4,993
-126
-2% -$3.69K 0.12% 121
2026
Q1 		$131K Sell
5,119
-240
-4% -$6.55K 0.12% 119
2025
Q4 		$152K Buy
5,359
+1
+0% +$28 0.14% 107
2025
Q3 		$151K Hold
5,358
– – 0.14% 108
2025
Q2 		$142K Buy
5,358
+545
+11% +$13K 0.14% 107
2025
Q1 		$118K Buy
+4,813
New +$119K 0.12% 112

Other funds holding MFSG

Prosperity Financial Group
Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Dickmeyer Boyce Financial Management
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
James T. Borello
James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Roxbury Financial's MFSG Position: Q3 2026 in Review

Roxbury Financial reduced its MFS Active Growth ETF (MFSG) stake by 0.68% in Q3 2026, selling an estimated $1.02K and leaving 4,959 shares worth $152K. The position accounts for 0.12% of the portfolio, ranked #114.

Roxbury Financial first reported a position in MFSG in Q1 2025 and has held it in 7 quarters since. The position peaked at $152K in Q4 2025. 9 funds tracked by Wall St. Rank hold MFSG as of Q3 2026.

  • Roxbury Financial held 4,959 shares of MFS Active Growth ETF worth $152K as of Q3 2026.
  • Roxbury Financial sold 34 MFS Active Growth ETF shares in Q3 2026, an estimated $1.02K.
  • MFS Active Growth ETF made up 0.12% of Roxbury Financial's portfolio in Q3 2026, its #114 holding.
  • Roxbury Financial first reported a position in MFS Active Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • Roxbury Financial's MFS Active Growth ETF position peaked at $152K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.