MFSG — MFS ACTIVE GROWTH
As of Q2 2026, 4 SEC-registered investment managers reported holding MFSG (MFS ACTIVE GROWTH) in their latest 13F filings, with a combined reported value of $2.25M across 74.23K shares. That is +31.9% by share count (+17.95K shares) versus the previous quarter, while reported value moved +56.0%. 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 added to existing stakes. 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 46.80K | $1.42M | 0.00% | Add |
| Bank of America Corp history | 16.44K | $497.55K | 0.00% | Add |
| D. E. Shaw & Co history | 10.80K | $326.95K | 0.00% | New |
| Wells Fargo & Co history | 190 | $5.75K | 0.00% | New |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 45.79K | $1.17M | 0.00% | New |
| Bank of America Corp history | 10.50K | $268.75K | 0.00% | Add |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 11.77K | $333.06K | 0.00% | Add |
| Bank of America Corp history | 8.91K | $252.16K | 0.00% | New |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 15.78K | $444.15K | 0.00% | New |
| Citadel Advisors history | 8.88K | $250.09K | 0.00% | New |
| JPMorgan Chase & Co history | 665 | $18.72K | 0.00% | New |
Q2 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.00K | $52.89K | 0.00% | Reduce |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 10.83K | $243.61K | 0.00% | New |
| UBS Group AG history | 223 | $5.01K | 0.00% | New |
New Positions (Q2 2026)
- D. E. Shaw & Co 10.80K sh · $326.95K
- Wells Fargo & Co 190 sh · $5.75K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Goldman Sachs Group | 46.80K | 45.79K | — | — | — | — |
| Bank of America Corp | 16.44K | 10.50K | 8.91K | — | 2.00K | 10.83K |
| D. E. Shaw & Co | 10.80K | — | — | — | — | — |
| Wells Fargo & Co | 190 | — | — | — | — | — |
| Citadel Advisors | — | — | 11.77K | 8.88K | — | — |
| Morgan Stanley | — | — | — | 15.78K | — | — |
| JPMorgan Chase & Co | — | — | — | 665 | — | — |
| UBS Group AG | — | — | — | — | — | 223 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details