Stifel Financial
MFSG

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

Stifel 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 		$471K Buy
15,556
+4,885
+46% +$143K ﹤0.01% 3007
2026
Q1 		$273K Buy
+10,671
New +$291K ﹤0.01% 3245

Other funds holding MFSG

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial's MFSG Position: Q2 2026 in Review

Stifel Financial increased its MFS Active Growth ETF (MFSG) stake by 46% in Q2 2026, buying an estimated $143K and bringing the position to 15,556 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Stifel Financial first reported a position in MFSG in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Stifel Financial held 15,556 shares of MFS Active Growth ETF worth $471K as of Q2 2026.
  • Stifel Financial bought 4,885 MFS Active Growth ETF shares in Q2 2026, an estimated $143K.
  • MFS Active Growth ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3007 holding.
  • Stifel Financial first reported a position in MFS Active Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

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