MGF — MFS GOVT MARKETS INC TRUST
As of Q2 2026, 5 SEC-registered investment managers reported holding MGF (MFS GOVT MARKETS INC TRUST) in their latest 13F filings, with a combined reported value of $1.28M across 444.69K shares. That is +21.9% by share count (+79.82K shares) versus the previous quarter, while reported value moved +19.0%. 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 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MGF is classified in the Financials sector.
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 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 250.56K | $719.11K | 0.00% | Add |
| Wells Fargo & Co history | 96.72K | $277.59K | 0.00% | Reduce |
| Citadel Advisors history | 75.97K | $218.03K | 0.00% | Add |
| Bank of America Corp history | 16.50K | $47.35K | 0.00% | Hold |
| UBS Group AG history | 4.93K | $14.16K | 0.00% | Hold |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 230.09K | $676.48K | 0.00% | Reduce |
| Wells Fargo & Co history | 102.63K | $301.74K | 0.00% | Reduce |
| Bank of America Corp history | 16.46K | $48.40K | 0.00% | Reduce |
| Citadel Advisors history | 10.75K | $31.60K | 0.00% | New |
| UBS Group AG history | 4.93K | $14.51K | 0.00% | Reduce |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 264.21K | $799.24K | 0.00% | Reduce |
| Wells Fargo & Co history | 104.13K | $315.00K | 0.00% | Reduce |
| Bank of America Corp history | 19.96K | $60.38K | 0.00% | Hold |
| UBS Group AG history | 14.32K | $43.32K | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 285.79K | $891.66K | 0.00% | Reduce |
| Wells Fargo & Co history | 111.54K | $348.00K | 0.00% | Add |
| Bank of America Corp history | 19.96K | $62.28K | 0.00% | Reduce |
| Citadel Advisors history | 13.36K | $41.69K | 0.00% | Reduce |
| UBS Group AG history | 9.23K | $28.79K | 0.00% | Reduce |
| PNC Financial Services history | 1.51K | $4.72K | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 296.16K | $924.02K | 0.00% | Add |
| Wells Fargo & Co history | 108.22K | $337.65K | 0.00% | Add |
| UBS Group AG history | 42.91K | $133.88K | 0.00% | Reduce |
| Citadel Advisors history | 25.53K | $79.64K | 0.00% | Reduce |
| Bank of America Corp history | 20.36K | $63.51K | 0.00% | Add |
| PNC Financial Services history | 1.51K | $4.72K | 0.00% | Hold |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 281.02K | $890.83K | 0.00% | Hold |
| Wells Fargo & Co history | 100.81K | $319.57K | 0.00% | Hold |
| UBS Group AG history | 55.74K | $176.68K | 0.00% | Add |
| Citadel Advisors history | 38.00K | $120.47K | 0.00% | New |
| Bank of America Corp history | 17.96K | $56.94K | 0.00% | Add |
| PNC Financial Services history | 1.51K | $4.80K | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 250.56K | 230.09K | 264.21K | 285.79K | 296.16K | 281.02K | 280.88K | 276.11K | 264.50K | 246.35K | 254.36K | 141.36K | 177.55K | 178.34K | 230.18K | 113.16K | 165.86K | 119.97K | 113.35K | 108.05K |
| Wells Fargo & Co | 96.72K | 102.63K | 104.13K | 111.54K | 108.22K | 100.81K | 100.81K | 104.31K | 104.31K | 2.90K | 4.40K | 18.15K | 19.90K | 20.91K | 28.56K | 29.68K | 34.89K | 7.66K | 2.51K | 1.38M |
| Citadel Advisors | 75.97K | 10.75K | — | 13.36K | 25.53K | 38.00K | — | — | — | 13.90K | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 16.50K | 16.46K | 19.96K | 19.96K | 20.36K | 17.96K | 16.39K | 35.96K | 35.82K | 35.45K | 48.39K | 38.22K | 43.16K | 42.50K | 42.16K | 41.82K | 39.18K | 38.85K | 38.52K | 38.22K |
| UBS Group AG | 4.93K | 4.93K | 14.32K | 9.23K | 42.91K | 55.74K | 48.08K | 12.60K | 10.71K | 15.00K | 13.33K | 22.57K | 26.54K | 24.58K | 29.87K | 31.30K | 35.60K | 45.77K | 102.02K | 81.93K |
| PNC Financial Services | — | — | — | 1.51K | 1.51K | 1.51K | 2.79K | 2.79K | 3.48K | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | 2 | — | — | 1 | — | — | — | 2 | 1 |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.69K | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 13.60K | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.24K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | 65.19K | 65.78K | 63.93K | 62.94K | 53.88K | — | — | 388.15K | 390.55K | 409.91K | 397.06K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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