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 | No change | 1,774 | 278 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McMillan Office, Inc. | History | No change | 282 | 44 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 191 | 29 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |