| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ALBION FINANCIAL GROUP /UT | 14 | 1 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q3 2018 | 15 |
| DIVIDEND ASSETS CAPITAL, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
| GLENMEDE TRUST CO NA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 8 |
| Intercontinental Wealth Advisors, LLC | 6 | 6 | 0.49% | 0.60% | 0.67% | Q4 2015 | Q1 2017 | 6 |
| BANCORPSOUTH INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 6 |
| Coston, McIsaac & Partners | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
| ARVEST TRUST CO N A | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
| Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Arvest Bank Trust Division | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2015 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
| Commonwealth Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
| Bull Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
This page lists all the filers that currently own MFS Value Fund CL A or have owned MFS Value Fund CL A in the past.