MFS SERIES TRUST II - MFEIX
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 | Added to | 3,020 | 532 | 0.02% | 0.02% | 1 | +686 | 29.39% | Q1 2026 | Apr 16, 2026 |
| Sequent Asset Management, LLC | History | No change | 1,508 | 297 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 473 | 83 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 214 | 40 | 0.01% | 0.01% | 4 | -60 | -21.9% | Q1 2026 | Apr 15, 2026 |
| Motiv8 Investments LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -471 | -100.0% | Q1 2026 | May 11, 2026 |