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 | Closed out | 0 | 0 | — | 0.02% | — | -10,724 | -100.0% | Q4 2025 | Jan 08, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -2,647 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,071 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -329 | -100.0% | Q4 2025 | Feb 18, 2026 |