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.
13F holders, Q2 2026
Institutional positions in MFS Charter Income Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
MCR is no longer listed, and 13F filings after Q1 2026 list far fewer holders. See Q1 2026
- Institutional holders
- 0
- −66 vs. Q1 2026
- Shares held
- 0
- −17.4M (−100.0%) vs. Q1 2026
- Total value
- $0
- −$105.2M (−100.0%) vs. Q1 2026
- New holders
- 0
- 0 more added
- Sold out
- 66
- 0 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 66 | $105.2M |
| Q4 2025 | 64 | $108.3M |
| Q3 2025 | 59 | $109.7M |
| Q2 2025 | 58 | $105.0M |
| Q1 2025 | 59 | $100.9M |
| Q4 2024 | 62 | $101.0M |
| Q3 2024 | 57 | $99.0M |
| Q2 2024 | 62 | $91.1M |
| Q1 2024 | 66 | $90.6M |
| Q4 2023 | 58 | $90.3M |
| Q3 2023 | 65 | $79.9M |
| Q2 2023 | 62 | $84.3M |
| Q1 2023 | 59 | $80.3M |
| Q4 2022 | 74 | $80.1M |
| Q3 2022 | 69 | $76.8M |
| Q2 2022 | 66 | $78.4M |
| Q1 2022 | 63 | $88.6M |
| Q4 2021 | 64 | $101.7M |
| Q3 2021 | 67 | $103.8M |
| Q2 2021 | 64 | $108.9M |
| Q1 2021 | 66 | $109.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding MFS Charter Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 0 | $0 | 0.00% | −7,677,944−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −4,097,943−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,362,242−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −533,655−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −489,516−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −381,610−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −309,031−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −209,970−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −207,236−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −144,700−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −135,913−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −128,467−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −117,463−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −112,309−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −111,537−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −110,446−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −108,740−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −96,650−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −88,880−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −85,892−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −78,375−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −76,200−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −74,063−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −57,217−100.0% | Sold out |
| Stonebridge Financial Planning Group, LLC | 0 | $0 | 0.00% | −51,149−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −46,809−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −40,898−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −40,105−100.0% | Sold out |
| Decision Investments, Inc | 0 | $0 | 0.00% | −36,853−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −35,203−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −31,942−100.0% | Sold out |
| Closed-End Fund Advisors, Inc. | 0 | $0 | 0.00% | −30,841−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −25,644−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −21,729−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −21,366−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −19,650−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −17,773−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −16,046−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −13,289−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,382−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −12,608−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,740−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −11,329−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,809−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,662−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −3,486−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −3,402−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −2,289−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −228−100.0% | Sold out |