VFG
BRIE

Valley Financial Group’s MFS Blended Research International Equity ETF BRIE Stock Holding History

Valley Financial Group’s Portfolio BRIE Stock Details BRIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8M Buy
473,472
+21,547
+5% +$601K 6.91% 6
2025
Q4 		$12M Buy
+451,925
New +$11.6M 6.73% 6

Other funds holding BRIE

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return

Valley Financial Group's BRIE Position: Q1 2026 in Review

Valley Financial Group increased its MFS Blended Research International Equity ETF (BRIE) stake by 4.8% in Q1 2026, buying an estimated $601K and bringing the position to 473,472 shares worth $12.8M. The position accounts for 6.91% of the portfolio, ranked #6.

Valley Financial Group first reported a position in BRIE in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold BRIE as of Q1 2026.

  • Valley Financial Group held 473,472 shares of MFS Blended Research International Equity ETF worth $12.8M as of Q1 2026.
  • Valley Financial Group bought 21,547 MFS Blended Research International Equity ETF shares in Q1 2026, an estimated $601K.
  • MFS Blended Research International Equity ETF made up 6.91% of Valley Financial Group's portfolio in Q1 2026, its #6 holding.
  • Valley Financial Group first reported a position in MFS Blended Research International Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held MFS Blended Research International Equity ETF as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.