BFPW
MCR

BOK Financial Private Wealth’s MFS Charter Income Trust MCR Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-87
Closed -$546 – 490
2025
Q4 		$546 Buy
+87
New +$551 ﹤0.01% 451

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

BOK Financial Private Wealth's MCR Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of MFS Charter Income Trust (MCR) in Q1 2026, closing a stake of 87 shares — an estimated $546 sold.

BOK Financial Private Wealth first reported a position in MCR in Q4 2025 and held it in 1 quarter. The position peaked at $546 in Q4 2025. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining MFS Charter Income Trust position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 87 MFS Charter Income Trust shares in Q1 2026, an estimated $546.
  • BOK Financial Private Wealth first reported a position in MFS Charter Income Trust in Q4 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's MFS Charter Income Trust position peaked at $546 in Q4 2025.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.