MFS Value Fund-R6MEIKX
13F holders, Q4 2024 (December 31)3holders
0new positions
0sold out
$48.38avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding MFS Value Fund-R6 (MEIKX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Arvest Bank Trust Division ($2.0M), Fulton Bank, N.A. ($556K) and Tucker Asset Management LLC ($26K).
- Company
- MFS Value Fund-R6
- Filed as
- MFS SER TR I (Q4 2024)
- CUSIP
- 55273H353
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,050 shares bought, net +1,050 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Arvest Bank Trust Division | 0.12% | Add +2.5% | 41,909 | $2.0M |
| Fulton Bank, N.A. | 0.02% | No change | 11,493 | $556K |
| Tucker Asset Management LLC | 0.01% | Add +7.9% | 533 | $26K |
"% of holder's portfolio" is MEIKX's weight in each manager's 13F, not the share of MFS Value Fund-R6 the manager owns.