MFS Total Return Fund-IMTRIX
13F holders, Q2 2025 (June 30)1holders −1
0new positions
1sold out
$19.64avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding MFS Total Return Fund-I (MTRIX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holder was Financial Gravity Companies, Inc. ($6K).
- Company
- MFS Total Return Fund-I
- CUSIP
- 552981805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $36K |
All 13F filers, Q1 2025 → Q2 2025: 1,890 shares sold, net −1,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Financial Gravity Companies, Inc. | 0.00% | — | 298 | $6K |
"% of holder's portfolio" is MTRIX's weight in each manager's 13F, not the share of MFS Total Return Fund-I the manager owns.