Allspring Global Investments
MCR

Allspring Global Investments’s MFS Charter Income Trust MCR Stock Holding History

Allspring Global Investments’s Portfolio MCR Stock Details MCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.26M Buy
1,362,242
+87,191
+7% +$540K 0.01% 748
2025
Q4 		$7.99M Hold
1,275,051
– – 0.01% 753
2025
Q3 		$8.19M Sell
1,275,051
-323,077
-20% -$2.06M 0.01% 771
2025
Q2 		$10.2M Hold
1,598,128
– – 0.02% 701
2025
Q1 		$10M Sell
1,598,128
-175,319
-10% -$1.11M 0.02% 717
2024
Q4 		$11.3M Buy
1,773,447
+122,018
+7% +$774K 0.02% 714
2024
Q3 		$10.8M Buy
1,651,429
+5,343
+0.3% +$34.1K 0.02% 736
2024
Q2 		$10.3M Buy
1,646,086
+484,529
+42% +$3.02M 0.02% 740
2024
Q1 		$7.36M Buy
1,161,557
+98,589
+9% +$628K 0.01% 852
2023
Q4 		$6.87M Buy
1,062,968
+25,000
+2% +$151K 0.01% 859
2023
Q3 		$6.07M Buy
1,037,968
+334,345
+48% +$2.05M 0.01% 905
2023
Q2 		$4.44M Buy
703,623
+219,829
+45% +$1.36M 0.01% 1029
2023
Q1 		$3.04M Buy
483,794
+39,632
+9% +$257K 0.01% 1128
2022
Q4 		$2.73M Buy
444,162
+99,900
+29% +$637K ﹤0.01% 1154
2022
Q3 		$2.05M Buy
344,262
+35,151
+11% +$228K ﹤0.01% 1224
2022
Q2 		$1.95M Buy
309,111
+263,611
+579% +$1.76M ﹤0.01% 1232
2022
Q1 		$333K Buy
+45,500
New +$349K ﹤0.01% 2394

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allspring Global Investments's MCR Position: Q1 2026 in Review

Allspring Global Investments increased its MFS Charter Income Trust (MCR) stake by 6.8% in Q1 2026, buying an estimated $540K and bringing the position to 1,362,242 shares worth $8.26M. The position accounts for 0.01% of the portfolio, ranked #748.

Allspring Global Investments first reported a position in MCR in Q1 2022 and has held it in 17 quarters since. The position peaked at $11.3M in Q4 2024. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • Allspring Global Investments held 1,362,242 shares of MFS Charter Income Trust worth $8.26M as of Q1 2026.
  • Allspring Global Investments bought 87,191 MFS Charter Income Trust shares in Q1 2026, an estimated $540K.
  • MFS Charter Income Trust made up 0.01% of Allspring Global Investments's portfolio in Q1 2026, its #748 holding.
  • Allspring Global Investments first reported a position in MFS Charter Income Trust in Q1 2022 and has held it in 17 quarters since.
  • Allspring Global Investments's MFS Charter Income Trust position peaked at $11.3M in Q4 2024.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Allspring Global Investments's 13F filing for Q1 2026, filed 5 May 2026.