Allworth Financial’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,486
| Closed | -$21.1K | – | 5310 |
|
|
2026
Q1 | $21.1K | Hold |
3,486
| – | – | ﹤0.01% | 2954 |
|
|
2025
Q4 | $21.9K | Hold |
3,486
| – | – | ﹤0.01% | 2763 |
|
|
2025
Q3 | $22.4K | Hold |
3,486
| – | – | ﹤0.01% | 2636 |
|
|
2025
Q2 | $22.2K | Buy |
3,486
+486
| +16% | +$3.02K | ﹤0.01% | 2454 |
|
|
2025
Q1 | $18.3K | Hold |
3,000
| – | – | ﹤0.01% | 2139 |
|
|
2024
Q4 | $18.9K | Hold |
3,000
| – | – | ﹤0.01% | 2148 |
|
|
2024
Q3 | $19.7K | Hold |
3,000
| – | – | ﹤0.01% | 1924 |
|
|
2024
Q2 | $18.8K | Hold |
3,000
| – | – | ﹤0.01% | 1914 |
|
|
2024
Q1 | $19K | Hold |
3,000
| – | – | ﹤0.01% | 1801 |
|
|
2023
Q4 | $19.4K | Hold |
3,000
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q3 | $17.6K | Hold |
3,000
| – | – | ﹤0.01% | 1610 |
|
|
2023
Q2 | $18.9K | Hold |
3,000
| – | – | ﹤0.01% | 1572 |
|
|
2023
Q1 | $18.9K | Hold |
3,000
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q4 | $18.4K | Hold |
3,000
| – | – | ﹤0.01% | 1400 |
|
|
2022
Q3 | $18K | Hold |
3,000
| – | – | ﹤0.01% | 1341 |
|
|
2022
Q2 | $19K | Hold |
3,000
| – | – | ﹤0.01% | 1262 |
|
|
2022
Q1 | $22K | Hold |
3,000
| – | – | ﹤0.01% | 1218 |
|
|
2021
Q4 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q3 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 947 |
|
|
2021
Q2 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $26K | Buy |
+3,000
| New | +$26K | ﹤0.01% | 722 |
|
|
2020
Q2 | – | Sell |
-3,000
| Closed | -$22K | – | 1295 |
|
|
2020
Q1 | $22K | Buy |
+3,000
| New | +$24.1K | ﹤0.01% | 539 |
|
Allworth Financial's MCR Position: Q2 2026 in Review
Allworth Financial sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 3,486 shares — an estimated $21.1K sold.
Allworth Financial first reported a position in MCR in Q1 2020 and held it in 22 quarters. The position peaked at $26K in Q4 2021. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- Allworth Financial reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- Allworth Financial sold 3,486 MFS Charter Income Trust shares in Q2 2026, an estimated $21.1K.
- Allworth Financial first reported a position in MFS Charter Income Trust in Q1 2020 and held it in 22 quarters.
- Allworth Financial's MFS Charter Income Trust position peaked at $26K in Q4 2021.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.