Steward Partners Investment Advisory’s MFS Active Growth ETF MFSG Stock Holding History

Steward Partners Investment Advisory’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 Q1	$31.4K	Hold	1,227	–	–	﹤0.01%	3023
2025 Q4	$34.7K	Hold	1,227	–	–	﹤0.01%	2869
2025 Q3	$34.5K	Hold	1,227	–	–	﹤0.01%	2796
2025 Q2	$32.5K	Buy	+1,227	New	+$29.2K	﹤0.01%	2691

Other funds holding MFSG

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return

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

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory's MFSG Position: Q1 2026 in Review

Steward Partners Investment Advisory held its MFS Active Growth ETF (MFSG) position steady in Q1 2026 at 1,227 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

Steward Partners Investment Advisory first reported a position in MFSG in Q2 2025 and has held it in 4 quarters since. The position peaked at $34.7K in Q4 2025. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

Steward Partners Investment Advisory held 1,227 shares of MFS Active Growth ETF worth $31.4K as of Q1 2026.
Steward Partners Investment Advisory left its MFS Active Growth ETF share count unchanged in Q1 2026.
MFS Active Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3023 holding.
Steward Partners Investment Advisory first reported a position in MFS Active Growth ETF in Q2 2025 and has held it in 4 quarters since.
Steward Partners Investment Advisory's MFS Active Growth ETF position peaked at $34.7K in Q4 2025.
33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.