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MFSVMFSV
5 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in MFS ACTIVE VALUE ETF

Steward Partners Investment Advisory, LLC holds 18,673 shares of MFSV (MFS ACTIVE VALUE ETF), worth $533,488 as of 2026-Q2. The position was decreased (-8.1% shares). MFSV represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$533,488

Current Shares

18,673

Total Value Change

+$72,546

Total Shares Change

+444

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
18,673
-8.1%
$533,4880.0%$28.57
0
2026-Q1
Decreased
20,320
-3.0%
$543,1540.0%$27.82
0
2025-Q4
Decreased
20,947
-4.0%
$555,9330.0%$26.74
0
2025-Q3
Increased
21,832
+19.8%
$570,7710.0%$25.94
29
2025-Q2
New
18,229
-
$460,9420.0%$24.97
33

Other major holders of MFSV: LPL Financial LLC, JONES FINANCIAL COMPANIES LLLP

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