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MFSB — MFS ACTIVE CORE PLUS BOND

Reported value held$5.28M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)4
Institutional value$5.28M · 211.05K sh
New / Add / Cut / Exit2 / 0 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +135.4% (+121.39K sh)
Institutional value change Up +136.7%

As of Q2 2026, 4 SEC-registered investment managers reported holding MFSB (MFS ACTIVE CORE PLUS BOND) in their latest 13F filings, with a combined reported value of $5.28M across 211.05K shares. That is +135.4% by share count (+121.39K shares) versus the previous quarter, while reported value moved +136.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 112.21K $2.82M 0.00% New
Citadel Advisors history 51.07K $1.27M 0.00% New
Goldman Sachs Group history 47.76K $1.19M 0.00% Reduce
UBS Group AG history 9 $224 0.00% Reduce

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 89.47K $2.23M 0.00% New
UBS Group AG history 184 $4.58K 0.00% Reduce

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 92.08K $2.32M 0.00% Add
Citadel Advisors history 59.08K $1.49M 0.00% Reduce
UBS Group AG history 342 $8.62K 0.00% Add

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 92.11K $2.32M 0.00% New
JPMorgan Chase & Co history 85.11K $2.15M 0.00% New
UBS Group AG history 2 $50 0.00% Reduce

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 19.49K $486.47K 0.00% Add
UBS Group AG history 199 $4.97K 0.00% New

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 9.94K $246.49K 0.00% New
JPMorgan Chase & Co history 1.00K $24.81K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
JPMorgan Chase & Co 112.21K — 92.08K 85.11K — 1.00K
Citadel Advisors 51.07K — 59.08K 92.11K — —
Goldman Sachs Group 47.76K 89.47K — — 19.49K 9.94K
UBS Group AG 9 184 342 2 199 —

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