CIBC Private Wealth Group’s MFS Charter Income Trust MCR Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$1.88K	Hold	300	–	–	﹤0.01%	2811
2025 Q3	$1.93K	Hold	300	–	–	﹤0.01%	2734
2025 Q2	$1.91K	Hold	300	–	–	﹤0.01%	2650
2025 Q1	$1.79K	Hold	300	–	–	﹤0.01%	2710
2024 Q4	$1.88K	Hold	300	–	–	﹤0.01%	2711
2024 Q3	$1.97K	Hold	300	–	–	﹤0.01%	2805
2024 Q2	$1.9K	Hold	300	–	–	﹤0.01%	2767
2024 Q1	$1.9K	Buy	+300	New	+$1.91K	﹤0.01%	2764

Other funds holding MCR

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIBC Private Wealth Group's MCR Position: Q4 2025 in Review

CIBC Private Wealth Group held its MFS Charter Income Trust (MCR) position steady in Q4 2025 at 300 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

CIBC Private Wealth Group first reported a position in MCR in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.97K in Q3 2024. 64 funds tracked by Wall St. Rank hold MCR as of Q4 2025.

CIBC Private Wealth Group held 300 shares of MFS Charter Income Trust worth $1.88K as of Q4 2025.
CIBC Private Wealth Group left its MFS Charter Income Trust share count unchanged in Q4 2025.
MFS Charter Income Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2811 holding.
CIBC Private Wealth Group first reported a position in MFS Charter Income Trust in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's MFS Charter Income Trust position peaked at $1.97K in Q3 2024.
64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.