Stifel Financial’s MFS Active Value ETF MFSV Stock Holding History

Stifel Financial’s Portfolio MFSV Stock Details MFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Buy	82,994 +27,991	+51%	+$777K	﹤0.01%	1958
2026 Q1	$1.47M	Sell	55,003 -21,415	-28%	-$586K	﹤0.01%	2177
2025 Q4	$2.03M	Buy	76,418 +14,644	+24%	+$382K	﹤0.01%	1914
2025 Q3	$1.62M	Buy	61,774 +16,342	+36%	+$418K	﹤0.01%	2060
2025 Q2	$1.15M	Buy	+45,432	New	+$1.1M	﹤0.01%	2233

Other funds holding MFSV

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

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

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Stifel Financial's MFSV Position: Q2 2026 in Review

Stifel Financial increased its MFS Active Value ETF (MFSV) stake by 51% in Q2 2026, buying an estimated $777K and bringing the position to 82,994 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Stifel Financial first reported a position in MFSV in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

Stifel Financial held 82,994 shares of MFS Active Value ETF worth $2.37M as of Q2 2026.
Stifel Financial bought 27,991 MFS Active Value ETF shares in Q2 2026, an estimated $777K.
MFS Active Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1958 holding.
Stifel Financial first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

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