SEC 13F Intelligence

Baron Wealth Management LLC / MFSI

Baron Wealth Management LLC’s Mfs Active Exchange Traded F Position

Does Baron Wealth Management LLC own Mfs Active Exchange Traded F (MFSI)? Yes — 993.6K shares worth $32M (+8.37% of its 13F portfolio) as of Q2 2026, up from 974.4K shares the prior filed quarter.

Position Value
$32M
Q2 2026
Shares
993.6K
% of Portfolio
+8.37%
Quarters Held
6
currently held

Position History MFSI

Reported value by quarter
Q1 ’25: $12MQ1 ’25Q2 ’25: $26MQ2 ’25Q3 ’25: $28MQ3 ’25Q4 ’25: $30MQ4 ’25Q1 ’26: $29MQ1 ’26Q2 ’26: $32MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026993.6K$32M+8.37%
Q1 2026974.4K$29M+8.66%
Q4 2025978.0K$30M+9.18%
Q3 2025957.0K$28M+9.35%
Q2 2025924.3K$26M+9.32%
Q1 2025468.1K$12M+5.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Wealth Management LLC’s full portfolio or all institutional holders of MFSI.