MFS Value Fund-R6MEIKX

13F holders, Q1 2025 (March 31)
2holders −1
0new positions
1sold out
$50.04avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding MFS Value Fund-R6 (MEIKX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Arvest Bank Trust Division ($2.1M) and Fulton Bank, N.A. ($575K).

Company
MFS Value Fund-R6
Filed as
MFS SER TR I (Q1 2025)
CUSIP
55273H353
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits1$26K

All 13F filers, Q4 2024 → Q1 2025: 98 shares bought and 533 shares sold, net −435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Arvest Bank Trust Division 0.13% Add +0.2% 42,007 $2.1M
Fulton Bank, N.A. 0.02% No change 11,493 $575K

"% of holder's portfolio" is MEIKX's weight in each manager's 13F, not the share of MFS Value Fund-R6 the manager owns.