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.
Q1 2026 vs. Q4 2025
How the institutions holding MFS Charter Income Trust changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 64 | 3 | 66 | +5 |
| Shares | 17.3M | 29.8K | 17.4M | +116.8K (+0.7%) |
| Value | $108.3M | $186.6K | $105.2M | −$2.91M (−2.7%) |
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 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 Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 309,031 | $1.87M | 0.09% |
| Citadel Advisors LLC | 17,773 | $107.7K | 0.00% |
| Creative Planning | 16,046 | $97.2K | 0.00% |
| Evolve Private Wealth, LLC | 13,000 | $78.8K | 0.00% |
| Jane Street Group, LLC | 12,382 | $75.0K | 0.00% |
| IFG Advisory, LLC | 3,500 | $21.2K | 0.06% |
| Fifth Third Bancorp | 3,402 | $20.6K | 0.00% |
| US Bancorp | 2,107 | $12.8K | 0.00% |
| Advisory Services Network, LLC | 1,148 | $6.96K | 0.00% |
Sold out (4)
Institutions that held MFS Charter Income Trust at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Readystate Asset Management LP | 18,507 | $116.0K |
| Millennium Management LLC | 12,114 | $76.0K |
| Landscape Capital Management, L.L.C. | 11,590 | $72.7K |
| BOK Financial Private Wealth, Inc. | 87 | $546 |
Not filed for Q1 2026 yet (3)
Institutions that held MFS Charter Income Trust at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Global Retirement Partners, LLC | 20,695 | $129.8K |
| Comerica Bank | 8,766 | $55.0K |
| CIBC Private Wealth Group, LLC | 300 | $1.88K |