MFS Total Return Bond-R6MRBKX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$9.57avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding MFS Total Return Bond-R6 (MRBKX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Ascentis Wealth Management, LLC ($4K) and Financial Gravity Asset Management, Inc. ($65).
- Company
- MFS Total Return Bond-R6
- CUSIP
- 55274K603
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 453 shares bought, net +453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ascentis Wealth Management, LLC | 0.00% | New | 453 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 7 | $65 |
"% of holder's portfolio" is MRBKX's weight in each manager's 13F, not the share of MFS Total Return Bond-R6 the manager owns.