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 | 12,393 | 662 | 0.02% | 0.02% | 1 | -2 | -0.02% | Q2 2026 | Jul 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 7,821 | 417 | 0.01% | 0.02% | 2 | -2,903 | -27.07% | Q2 2026 | Jul 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,277 | 121 | 0.02% | 0.03% | 3 | +6 | 0.26% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,108 | 59 | 0.0% | 0.0% | 4 | +30 | 2.78% | Q2 2026 | Jul 22, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,014 | 51 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 19, 2026 |