Stifel Financial
MFSV

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
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
LPL Financial San Diego, California $377B AUM 19.32% 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 $243M AUM 22.03% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial's MFSV Position: Q1 2026 in Review

Stifel Financial reduced its MFS Active Value ETF (MFSV) stake by 28% in Q1 2026, selling an estimated $586K and leaving 55,003 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Stifel Financial first reported a position in MFSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q4 2025. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Stifel Financial held 55,003 shares of MFS Active Value ETF worth $1.47M as of Q1 2026.
  • Stifel Financial sold 21,415 MFS Active Value ETF shares in Q1 2026, an estimated $586K.
  • MFS Active Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2177 holding.
  • Stifel Financial first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Stifel Financial's MFS Active Value ETF position peaked at $2.03M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.