Citadel Advisors
MCR

Citadel Advisors’s MFS Charter Income Trust MCR Stock Holding History

Citadel Advisors’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 		$108K Buy
+17,773
New +$110K ﹤0.01% 11948
2025
Q1 		– Sell
-12,872
Closed -$82.1K – 15146
2024
Q4 		$82.1K Buy
+12,872
New +$81.6K ﹤0.01% 11753
2024
Q3 		– Sell
-12,856
Closed -$80.6K – 14832
2024
Q2 		$80.6K Buy
12,856
+910
+8% +$5.67K ﹤0.01% 11201
2024
Q1 		$75.7K Buy
+11,946
New +$76K ﹤0.01% 11722
2015
Q4 		– Sell
-11,876
Closed -$92K – 8989
2015
Q3 		$92K Buy
+11,876
New +$98.2K ﹤0.01% 7032

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

Citadel Advisors's MCR Position: Q1 2026 in Review

Citadel Advisors opened a new position in MFS Charter Income Trust (MCR) in Q1 2026: 17,773 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #11948 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in MCR as recently as Q4 2024.

Citadel Advisors first reported a position in MCR in Q3 2015 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • Citadel Advisors held 17,773 shares of MFS Charter Income Trust worth $108K as of Q1 2026.
  • MFS Charter Income Trust was a new Citadel Advisors position in Q1 2026.
  • MFS Charter Income Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #11948 holding.
  • Citadel Advisors first reported a position in MFS Charter Income Trust in Q3 2015 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.