MFS SERIES TRUST VIII - MFIIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | History | Added to | 53,200 | 313 | 0.14% | 0.13% | 1 | +641 | 1.22% | Q1 2026 | Apr 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 737 | 4 | 0.0% | — | 2 | +737 | New | Q1 2026 | May 08, 2026 |