James T. Borello RIA’s MFS Active Growth ETF MFSG Stock Holding History

James T. Borello RIA’s Portfolio MFSG Stock Details MFSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$92.9K	Sell	3,038 -8,871	-74%	-$266K	0.02%	181
2026 Q2	$360K	Hold	11,909	–	–	0.08%	83
2026 Q1	$305K	Hold	11,909	–	–	0.08%	82
2025 Q4	$337K	Hold	11,909	–	–	0.09%	75
2025 Q3	$335K	Buy	11,909 +250	+2%	+$6.84K	0.09%	70
2025 Q2	$309K	Buy	+11,659	New	+$277K	0.09%	71

Other funds holding MFSG

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello RIA's MFSG Position: Q3 2026 in Review

James T. Borello RIA reduced its MFS Active Growth ETF (MFSG) stake by 74% in Q3 2026, selling an estimated $266K and leaving 3,038 shares worth $92.9K. The position accounts for 0.02% of the portfolio, ranked #181.

James T. Borello RIA first reported a position in MFSG in Q2 2025 and has held it in 6 quarters since. The position peaked at $360K in Q2 2026. 4 funds tracked by Wall St. Rank hold MFSG as of Q3 2026.

James T. Borello RIA held 3,038 shares of MFS Active Growth ETF worth $92.9K as of Q3 2026.
James T. Borello RIA sold 8,871 MFS Active Growth ETF shares in Q3 2026, an estimated $266K.
MFS Active Growth ETF made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #181 holding.
James T. Borello RIA first reported a position in MFS Active Growth ETF in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's MFS Active Growth ETF position peaked at $360K in Q2 2026.
4 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.