MFS Aggress GRW Alloc-I IMIAGX

13F holders, Q1 2026 (March 31)
1holders
0new positions
0sold out
$32.04avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding MFS Aggress GRW Alloc-I I (MIAGX) in their 13F filings, unchanged from Q4 2025. 0 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

Kelleher Financial Advisors 0.05% No change 5,746 $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.