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 | 12,423 | 625 | 0.02% | 0.03% | 1 | -1,297 | -9.45% | Q4 2025 | Jan 12, 2026 |
| FULTON BANK, N.A. | History | No change | 10,724 | 540 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,647 | 133 | 0.03% | 0.03% | 3 | +129 | 5.12% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,071 | 53 | 0.0% | 0.0% | 4 | +80 | 8.07% | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 329 | 16 | 0.01% | — | 5 | +329 | New | Q4 2025 | Feb 18, 2026 |