MFS SERIES TRUST II - MFEGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | History | Added to | 1,774 | 310 | 0.03% | 0.03% | 1 | +228 | 14.75% | Q4 2025 | Jan 20, 2026 |
| McMillan Office, Inc. | History | New | 282 | 49 | 0.01% | — | 2 | +282 | New | Q4 2025 | Feb 12, 2026 |
| Coston, McIsaac & Partners | History | Added to | 191 | 33 | 0.01% | 0.01% | 3 | +25 | 15.06% | Q4 2025 | Feb 03, 2026 |