RF
MFSG

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
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

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Roxbury Financial's MFSG Position: Q2 2026 in Review

Roxbury Financial reduced its MFS Active Growth ETF (MFSG) stake by 2.5% in Q2 2026, selling an estimated $3.69K and leaving 4,993 shares worth $151K. The position accounts for 0.12% of the portfolio, ranked #121.

Roxbury Financial first reported a position in MFSG in Q1 2025 and has held it in 6 quarters since. The position peaked at $152K in Q4 2025. 7 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Roxbury Financial held 4,993 shares of MFS Active Growth ETF worth $151K as of Q2 2026.
  • Roxbury Financial sold 126 MFS Active Growth ETF shares in Q2 2026, an estimated $3.69K.
  • MFS Active Growth ETF made up 0.12% of Roxbury Financial's portfolio in Q2 2026, its #121 holding.
  • Roxbury Financial first reported a position in MFS Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Roxbury Financial's MFS Active Growth ETF position peaked at $152K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.