MFS Mid Cap Value Fund-IMCVIX

13F holders, Q4 2025 (December 31)
1holders
1new positions
0sold out
$31.19avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding MFS Mid Cap Value Fund-I (MCVIX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holder was Kohmann Bosshard Financial Services, LLC ($120K).

Company
MFS Mid Cap Value Fund-I
CUSIP
55272P596
Latest filing quarter
Q4 2025

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q1 2025: 1Q1 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q1 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$120K
Exits0$0

All 13F filers, Q1 2025 → Q4 2025: 3,849 shares bought, net +3,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Kohmann Bosshard Financial Services, LLC 0.01% New 3,849 $120K

"% of holder's portfolio" is MCVIX's weight in each manager's 13F, not the share of MFS Mid Cap Value Fund-I the manager owns.