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

Evolve 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	$78.8K	Buy	+13,000	New	+$80.5K	﹤0.01%	983

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

SFS

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

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

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

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

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

Evolve Private Wealth's MCR Position: Q1 2026 in Review

Evolve Private Wealth opened a new position in MFS Charter Income Trust (MCR) in Q1 2026: 13,000 shares worth $78.8K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

Evolve Private Wealth held 13,000 shares of MFS Charter Income Trust worth $78.8K as of Q1 2026.
MFS Charter Income Trust was a new Evolve Private Wealth position in Q1 2026.
MFS Charter Income Trust made up ﹤0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #983 holding.
66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.