MFS Aggress GRW Alloc-I IMIAGX

13F holders, Q4 2025 (December 31)
1holders
0new positions
0sold out
$32.45avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding MFS Aggress GRW Alloc-I I (MIAGX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($186K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 414 shares bought, net +414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Kelleher Financial Advisors 0.04% Add +7.8% 5,746 $186K

"% 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.