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.
Q4 2025 vs. Q3 2025
How the institutions holding MFS Charter Income Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 59 | 1 | 64 | +6 |
| Shares | 17.1M | 21.5K | 17.3M | +210.4K (+1.2%) |
| Value | $109.7M | $138.0K | $108.3M | −$1.20M (−1.1%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held MFS Charter Income Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Logan Stone Capital, LLC | 53,958 | $338.3K | 0.08% |
| Decision Investments, Inc | 36,553 | $229.2K | 0.25% |
| Closed-End Fund Advisors, Inc. | 30,841 | $193.4K | 0.11% |
| Global Retirement Partners, LLC | 20,695 | $129.8K | 0.00% |
| Wolverine Asset Management LLC | 16,018 | $100.4K | 0.00% |
| Millennium Management LLC | 12,114 | $76.0K | 0.00% |
| Landscape Capital Management, L.L.C. | 11,590 | $72.7K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 4,705 | $29.5K | 0.00% |
| BOK Financial Private Wealth, Inc. | 87 | $546 | 0.00% |
Sold out (3)
Institutions that held MFS Charter Income Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| GraniteShares Advisors LLC | 480,950 | $3.09M |
| International Assets Investment Management, LLC | 11,675 | $74.3K |
| Advisory Services Network, LLC | 1,148 | $7.37K |
Not filed for Q4 2025 yet (1)
Institutions that held MFS Charter Income Trust at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Bard Financial Services, Inc. | 21,500 | $138.0K |