MFS Core Equity Fund-IMRGRX

13F holders, Q2 2026 (June 30)
1holders −1
1new positions
0sold out
$58.45avg. 13F price*

At the end of Q2 2026, 1 institutions reported holding MFS Core Equity Fund-I (MRGRX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holder was NBT Bank, N.A. ($162K).

Company
MFS Core Equity Fund-I
CUSIP
552983686
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2025 → Q2 2026

InstitutionsTotal Value
New Positions1$162K
Exits0$0

All 13F filers, Q4 2025 → Q2 2026: 2,779 shares bought, net +2,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

NBT Bank, N.A. 0.01% New 2,779 $162K

"% of holder's portfolio" is MRGRX's weight in each manager's 13F, not the share of MFS Core Equity Fund-I the manager owns.