MFS SER TR I - VALUE FD CL R6

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / VALUE FD CL R6
Total 13F shares
55,370
Share change
+3,226
Total reported value
$2,763,457
Price per share
$49.91
Number of holders
3
Value change
+$160,902
Number of buys
3

Institutional Holders of MFS SER TR I - VALUE FD CL R6 as of Q4 2025

As of 31 Dec 2025, MFS SER TR I - VALUE FD CL R6 was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 55,370 shares. The largest 3 holders included Arvest Bank Trust Division, Fulton Bank, N.A., and Kohmann Bosshard Financial Services, LLC. This page lists 3 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.