Tidemark’s MFS Active Value ETF MFSV Stock Holding History

Tidemark’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	$3K	Hold	105	–	–	﹤0.01%	653
2026 Q1	$2.81K	Buy	+105	New	+$2.87K	﹤0.01%	624

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

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

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

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

Tidemark's MFSV Position: Q2 2026 in Review

Tidemark held its MFS Active Value ETF (MFSV) position steady in Q2 2026 at 105 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Tidemark first reported a position in MFSV in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

Tidemark held 105 shares of MFS Active Value ETF worth $3K as of Q2 2026.
Tidemark left its MFS Active Value ETF share count unchanged in Q2 2026.
MFS Active Value ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #653 holding.
Tidemark first reported a position in MFS Active Value ETF in Q1 2026 and has held it in 2 quarters since.
45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.