Comerica Bank’s MFS Charter Income Trust MCR Stock Holding History

Comerica Bank’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	$55K	Sell	8,766 -261	-3%	-$1.65K	﹤0.01%	2819
2025 Q3	$58K	Buy	9,027 +412	+5%	+$2.63K	﹤0.01%	2779
2025 Q2	$54.8K	Hold	8,615	–	–	﹤0.01%	2775
2025 Q1	$54K	Hold	8,615	–	–	﹤0.01%	2759
2024 Q4	$55K	Sell	8,615 -2	-0%	-$13	﹤0.01%	2776
2024 Q3	$56.6K	Sell	8,617 -18	-0.2%	-$115	﹤0.01%	2755
2024 Q2	$54.1K	Sell	8,635 -7	-0.1%	-$44	﹤0.01%	2723
2024 Q1	$54.8K	Sell	8,642 -19	-0.2%	-$121	﹤0.01%	2736
2023 Q4	$56K	Sell	8,661 -437	-5%	-$2.64K	﹤0.01%	2686
2023 Q3	$53.2K	Buy	+9,098	New	+$55.6K	﹤0.01%	2688

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

Comerica Bank's MCR Position: Q4 2025 in Review

Comerica Bank reduced its MFS Charter Income Trust (MCR) stake by 2.9% in Q4 2025, selling an estimated $1.65K and leaving 8,766 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

Comerica Bank first reported a position in MCR in Q3 2023 and has held it in 10 quarters since. The position peaked at $58K in Q3 2025. 64 funds tracked by Wall St. Rank hold MCR as of Q4 2025.

Comerica Bank held 8,766 shares of MFS Charter Income Trust worth $55K as of Q4 2025.
Comerica Bank sold 261 MFS Charter Income Trust shares in Q4 2025, an estimated $1.65K.
MFS Charter Income Trust made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #2819 holding.
Comerica Bank first reported a position in MFS Charter Income Trust in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's MFS Charter Income Trust position peaked at $58K in Q3 2025.
64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.