MFS SERIES TRUST I - MRGRX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequent Asset Management, LLC | History | No change | 4,384 | 239 | 0.11% | 0.13% | 1 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 809 | 44 | 0.02% | — | 2 | +809 | New | Q4 2025 | Feb 18, 2026 |