WEDBUSH SECURITIES INC MGF MFS GOVERNMENT MARKETS

Ownership history in WEDBUSH SECURITIES INC  ·  41 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported MFS GOVERNMENT MARKETS (MGF) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows MGF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in MFS GOVERNMENT MARKETS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MGF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEDBUSH SECURITIES INC held MGF — position size vs. price
% of Fund (quarterly)    MGF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 48,248 +246 +0.5% 0.00% $142 2026-04-21 $2.92
2025 Q4 ADDED 48,002 +1,238 +2.6% 0.00% $145K 2026-02-12 $2.99
2025 Q3 REDUCED 46,764 -439 -0.9% 0.00% $146K 2025-11-06 $2.98
2025 Q2 UNCHANGED 47,203 0% 0.01% $147K 2025-08-06 $2.93
2025 Q1 UNCHANGED 47,203 0% 0.01% $150K 2025-05-06 $2.86
2024 Q4 REDUCED 10.8% +5.0% 47,203 -5,719 -10.8% 0.01% $145K 2025-02-13 $2.82
2024 Q3 UNCHANGED 52,922 0% 0.01% $175K 2024-11-08 $2.85
2024 Q2 ADDED 52,922 +1,974 +3.9% 0.01% $162K 2024-08-07 $2.78
2024 Q1 ADDED 50,948 +3,300 +6.9% 0.01% $163K 2024-05-15 $2.69
2023 Q4 ADDED 47,648 +1,322 +2.9% 0.01% $152K 2024-02-12 $2.69
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEDBUSH SECURITIES INC and MGF

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEDBUSH SECURITIES INC reported owning MGF?

WEDBUSH SECURITIES INC reported MGF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MGF position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for MGF was 0.01% in 2023 Q4.

What is the latest reported MGF position on this page?

The most recent filing on this page is 2026 Q1, when WEDBUSH SECURITIES INC reported 48,248 shares, equal to 0.00% of portfolio, with an estimated market value of $142.

What does the chart on this MGF ownership page compare?

The chart compares WEDBUSH SECURITIES INC's quarterly MGF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEDBUSH SECURITIES INC time their MGF position?

Based on 13F filing dates vs. subsequent MGF price moves, WEDBUSH SECURITIES INC correctly timed 13 out of 28 reported position changes (46%). The annualised alpha on MGF relative to SPY over the holding period was -11.5%.

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