Benjamin Edwards Inc’s MFS Charter Income Trust MCR Stock Holding History

Benjamin Edwards Inc’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 Q2	–	Sell	-35,203	Closed	-$213K	–	1465
2026 Q1	$213K	Sell	35,203 -63	-0.2%	-$390	﹤0.01%	1287
2025 Q4	$221K	Sell	35,266 -483	-1%	-$3.06K	﹤0.01%	1223
2025 Q3	$230K	Buy	+35,749	New	+$228K	﹤0.01%	1204

Benjamin Edwards Inc's MCR Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 35,203 shares — an estimated $213K sold.

Benjamin Edwards Inc first reported a position in MCR in Q3 2025 and held it in 3 quarters. The position peaked at $230K in Q3 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Benjamin Edwards Inc reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 35,203 MFS Charter Income Trust shares in Q2 2026, an estimated $213K.
Benjamin Edwards Inc first reported a position in MFS Charter Income Trust in Q3 2025 and held it in 3 quarters.
Benjamin Edwards Inc's MFS Charter Income Trust position peaked at $230K in Q3 2025.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.