SAG
CIF

SageView Advisory Group’s MFS Intermediate High Income Fund CIF Stock Holding History

SageView Advisory Group’s Portfolio CIF Stock Details CIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-893
Closed -$1.52K – 930
2025
Q4 		$1.52K Buy
+893
New +$1.55K ﹤0.01% 2294

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

SageView Advisory Group's CIF Position: Q1 2026 in Review

SageView Advisory Group sold out of MFS Intermediate High Income Fund (CIF) in Q1 2026, closing a stake of 893 shares — an estimated $1.52K sold.

SageView Advisory Group first reported a position in CIF in Q4 2025 and held it in 1 quarter. The position peaked at $1.52K in Q4 2025. 28 funds tracked by Wall St. Rank hold CIF as of Q1 2026.

  • SageView Advisory Group reported no remaining MFS Intermediate High Income Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 893 MFS Intermediate High Income Fund shares in Q1 2026, an estimated $1.52K.
  • SageView Advisory Group first reported a position in MFS Intermediate High Income Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's MFS Intermediate High Income Fund position peaked at $1.52K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.