MFS SERIES TRUST I - MEIIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Reduced | 12,395 | 627 | 0.02% | 0.02% | 1 | -28 | -0.23% | Q1 2026 | Apr 16, 2026 |
| FULTON BANK, N.A. | History | No change | 10,724 | 542 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 2,271 | 114 | 0.03% | 0.03% | 3 | -376 | -14.2% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,078 | 54 | 0.0% | 0.0% | 4 | +7 | 0.65% | Q1 2026 | Apr 24, 2026 |
| McIlrath & Eck, LLC | History | New | 1,014 | 51 | 0.0% | — | 5 | +1,014 | New | Q1 2026 | May 19, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -329 | -100.0% | Q1 2026 | May 11, 2026 |