Stifel Financial’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Stifel Financial’s Portfolio MFSB Stock Details MFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66M	Buy	+66,758	New	+$1.67M	﹤0.01%	2215

Other funds holding MFSB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Stifel Financial's MFSB Position: Q2 2026 in Review

Stifel Financial opened a new position in MFS Active Core Plus Bond ETF (MFSB) in Q2 2026: 66,758 shares worth $1.66M. The stake represents ﹤0.01% of the portfolio and ranks #2215 among its holdings.

40 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

Stifel Financial held 66,758 shares of MFS Active Core Plus Bond ETF worth $1.66M as of Q2 2026.
MFS Active Core Plus Bond ETF was a new Stifel Financial position in Q2 2026.
MFS Active Core Plus Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2215 holding.
40 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.