Farther Finance Advisors’s MFS Charter Income Trust MCR Stock Holding History

Farther Finance 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 Q2	–	Sell	-11,329	Closed	-$68.2K	–	6062
2026 Q1	$68.2K	Buy	11,329 +11	+0.1%	+$68	﹤0.01%	2779
2025 Q4	$71K	Buy	11,318 +31	+0.3%	+$196	﹤0.01%	2568
2025 Q3	$72.5K	Buy	11,287 +30	+0.3%	+$191	﹤0.01%	2234
2025 Q2	$71.6K	Buy	11,257 +29	+0.3%	+$180	﹤0.01%	1941
2025 Q1	$70.7K	Buy	+11,228	New	+$71.1K	﹤0.01%	1699

Farther Finance Advisors's MCR Position: Q2 2026 in Review

Farther Finance Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 11,329 shares — an estimated $68.2K sold.

Farther Finance Advisors first reported a position in MCR in Q1 2025 and held it in 5 quarters. The position peaked at $72.5K in Q3 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Farther Finance Advisors reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Farther Finance Advisors sold 11,329 MFS Charter Income Trust shares in Q2 2026, an estimated $68.2K.
Farther Finance Advisors first reported a position in MFS Charter Income Trust in Q1 2025 and held it in 5 quarters.
Farther Finance Advisors's MFS Charter Income Trust position peaked at $72.5K in Q3 2025.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.