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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NBT BANK, N.A. | History | New | 2,779 | 162 | 0.01% | — | 1 | +2,779 | New | Q2 2026 | Jul 29, 2026 |
| Sequent Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,384 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -809 | -100.0% | Q2 2026 | Aug 11, 2026 |