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 Q1	$2.81K	Buy	+105	New	+$2.87K	﹤0.01%	624

Other funds holding MFSV

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 $278M AUM 29.66% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PAG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tidemark's MFSV Position: Q1 2026 in Review

Tidemark opened a new position in MFS Active Value ETF (MFSV) in Q1 2026: 105 shares worth $2.81K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings.

41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

Tidemark held 105 shares of MFS Active Value ETF worth $2.81K as of Q1 2026.
MFS Active Value ETF was a new Tidemark position in Q1 2026.
MFS Active Value ETF made up ﹤0.01% of Tidemark's portfolio in Q1 2026, its #624 holding.
41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.