MFS Core Equity Fund-IMRGRX

13F holders, Q4 2025 (December 31)
2holders +1
0new positions
0sold out
$54.53avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding MFS Core Equity Fund-I (MRGRX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Sequent Asset Management, LLC ($239K) and Garton & Associates Financial Advisors LLC ($44K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 2 holders

Sequent Asset Management, LLC 0.11% No change 4,384 $239K
Garton & Associates Financial Advisors LLC 0.03% — 809 $44K

"% 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.