MFS Charter Income Trust
MCRDelisted Jun 22, 2026- SEC CIK
- 0000851170
MFS Charter Income Trust was delisted on Jun 22, 2026; its insiders filed their last Form 4 on Aug 11, 2026; 66 institutions reported holding it in 13F filings for Q1 2026, worth $105.2M in total; no superinvestor held it.
Key figures
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 66
- Q1 2026, +5 vs. previous quarter
- 13F value
- $105.2M
- Reported value at the end of Q1 2026
- Superinvestors holding
- 0
- At the end of Q1 2026
Superinvestors holding MCR, Q1 2026
No superinvestor reported holding MCR at the end of Q1 2026.
Latest insider trades
Open-market purchases and sales by MFS Charter Income Trust insiders from Form 4, newest first.
No open-market purchases or sales by MFS Charter Income Trust insiders are on file.
Top 10 13F holders, Q1 2026
The largest institutional positions in MFS Charter Income Trust at the end of Q1 2026; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,677,944 | $46.5M | 0.00% | −422,232−5.2% | Reduced |
| Sit Investment Associates Inc | 4,097,943 | $24.8M | 0.50% | +104,861+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,362,242 | $8.26M | 0.01% | +87,191+6.8% | Added |
| Shaker Financial Services, LLC | 533,655 | $3.23M | 1.13% | +132,817+33.1% | Added |
| Invesco Ltd. | 489,516 | $2.97M | 0.00% | −3,544−0.7% | Reduced |
| Bank of America Corp | 381,610 | $2.31M | 0.00% | +10,869+2.9% | Added |
| Rivernorth Capital Management, LLC | 309,031 | $1.87M | 0.09% | +309,031 | New |
| Wells Fargo & Company | 209,970 | $1.27M | 0.00% | −867−0.4% | Reduced |
| Riverbridge Partners LLC | 207,236 | $1.26M | 0.03% | +13,900+7.2% | Added |
| Pathstone Holdings, LLC | 144,700 | $876.9K | 0.00% | −208,980−59.1% | Reduced |