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MFS Charter Income Trust

MCRDelisted Jun 22, 2026

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.

Q2 2026 vs. Q1 2026

How the institutions holding MFS Charter Income Trust changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of MCR: Q1 2026 compared with Q2 2026
MeasureQ1 2026Q2 2026Change
Holders660−66
Shares17.4M0−17.4M (−100.0%)
Value$105.2M$0−$105.2M (−100.0%)

New holders (0)

Institutions that held MFS Charter Income Trust at the end of Q2 2026 but not at the end of Q1 2026.

None.

Sold out (66)

Institutions that held MFS Charter Income Trust at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of MCR in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Morgan Stanley7,677,944$46.5M
Sit Investment Associates Inc4,097,943$24.8M
Allspring Global Investments Holdings, LLC1,362,242$8.26M
Shaker Financial Services, LLC533,655$3.23M
Invesco Ltd.489,516$2.97M
Bank of America Corp381,610$2.31M
Rivernorth Capital Management, LLC309,031$1.87M
Wells Fargo & Company209,970$1.27M
Riverbridge Partners LLC207,236$1.26M
Pathstone Holdings, LLC144,700$876.9K
Commonwealth Equity Services, LLC135,913$823.6K
Kestra Advisory Services, LLC128,467$778.5K
Raymond James Financial Inc117,463$711.8K
UBS Group AG112,309$680.6K
Cambridge Investment Research Advisors, Inc.111,537$676.0K
Stifel Financial Corp110,446$669.3K
GWM Advisors LLC108,740$659.0K
Ashton Thomas Securities, LLC96,650$585.7K
Logan Stone Capital, LLC88,880$538.6K
Advisor Group Holdings, Inc.85,892$520.5K
HighTower Advisors, LLC78,375$475.0K
LPL Financial LLC76,200$461.8K
Janney Montgomery Scott LLC74,063$449.0K
Fortitude Advisory Group L.L.C.57,217$346.7K
Stonebridge Financial Planning Group, LLC51,149$310.0K
Warren Averett Asset Management, LLC46,809$283.7K
Susquehanna International Group, LLP40,898$247.8K
CoreCap Advisors, LLC40,105$243.0K
Decision Investments, Inc36,853$223.3K
Benjamin Edwards Inc35,203$213.3K
Royal Bank of Canada31,942$194.0K
Closed-End Fund Advisors, Inc.30,841$186.9K
Wolverine Asset Management LLC25,644$155.4K
Ethos Financial Group, LLC21,729$136.2K
Concurrent Investment Advisors, LLC21,366$129.5K
Valley Brook Capital Group19,650$119.1K
Citadel Advisors LLC17,773$107.7K
Creative Planning16,046$97.2K
Cetera Investment Advisers13,289$80.5K
Evolve Private Wealth, LLC13,000$78.8K
Jane Street Group, LLC12,382$75.0K
National Asset Management, Inc.12,608$74.3K
Philadelphia Trust Co12,000$73.0K
Mariner, LLC11,740$69.7K
Farther Finance Advisors, LLC11,329$68.2K
Wedbush Securities Inc10,809$66.0K
Larson Financial Group LLC4,413$26.7K
Pinnacle Wealth Planning Services, Inc.3,662$22.2K
IFG Advisory, LLC3,500$21.2K
Allworth Financial LP3,486$21.1K
Fifth Third Bancorp3,402$20.6K
Vermillion Wealth Management, Inc.2,826$17.1K
Rockefeller Capital Management L.P.2,802$17.0K
WPG Advisers, LLC2,289$13.9K
Bartlett & Co. Wealth Management LLC2,225$13.4K
US Bancorp2,107$12.8K
Advisory Services Network, LLC1,148$6.96K
Creative Financial Designs Inc1,046$6.34K
Steward Partners Investment Advisory, LLC1,020$6.18K
First Horizon Corp882$5.34K
Piscataqua Savings Bank563$3.41K
Armstrong Advisory Group, Inc500$3.03K
The PNC Financial Services Group, Inc.474$2.87K
MAI Capital Management281$1.70K
JPMorgan Chase & Co285$1.68K
Key Financial Inc228$1.38K