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MFSG — MFS ACTIVE GROWTH

Reported value held$3.05M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)4
Institutional value$2.25M · 74.23K sh
New / Add / Cut / Exit2 / 2 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +31.9% (+17.95K sh)
Institutional value change Up +56.0%

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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
Bank of America Corp history 2.00K $52.89K 0.00% Reduce

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 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

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