MGF — MFS Govt Markets Inc Tr

Ownership history in Summit Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in MFS Govt Markets Inc Tr (MGF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2025 Q2)
Avg. % of fund
0.08%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,362,236 +57,180 +4.4% 0.06% $4.1M $2.97
2025 Q3 REDUCED 1,305,056 -473,697 -26.6% 0.06% $4.1M $3.00
2025 Q2 INITIATED 1,778,753 — — 0.13% $5.5M $2.95
% of Fund (quarterly)    MGF price (monthly, adj. close)

Other funds also holding MGF

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.53% 1607 Capital Partners, LLC 3Y 7Y 0.46% PVG ASSET MANAGEMENT CORP 3Y 7Y 0.17% Fortitude Advisory Group L.L.C. 3Y 0.11% BankPlus Wealth Management LLC 0.03% Private Advisor Group, LLC 3Y 7Y 0.02% Ameritas Advisory Services, LLC 3Y 0.01% TMB Capital Partners, LLC 0.01% CHAPIN DAVIS, INC. 3Y 0.01% Carnegie Investment Counsel 3Y 7Y 0.01%
← Back to Summit Financial, LLC Holdings