MFS Aggress GRW Alloc-I IMIAGX

13F holders, Q3 2025 (September 30)
1holders
1new positions
0sold out
$34.48avg. 13F price*

At the end of Q3 2025, 1 institutions reported holding MFS Aggress GRW Alloc-I I (MIAGX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($184K).

Company
MFS Aggress GRW Alloc-I I
CUSIP
55273G652
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q3 2025

InstitutionsTotal Value
New Positions1$184K
Exits0$0

All 13F filers, Q1 2024 → Q3 2025: 5,332 shares bought, net +5,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Kelleher Financial Advisors 0.05% New 5,332 $184K

"% of holder's portfolio" is MIAGX's weight in each manager's 13F, not the share of MFS Aggress GRW Alloc-I I the manager owns.