Global Retirement Partners’s MFS Charter Income Trust MCR Stock Holding History

Global Retirement Partners’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	$130K	Buy	+20,695	New	+$131K	﹤0.01%	1746

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

Global Retirement Partners's MCR Position: Q4 2025 in Review

Global Retirement Partners opened a new position in MFS Charter Income Trust (MCR) in Q4 2025: 20,695 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #1746 among its holdings.

64 funds tracked by Wall St. Rank hold MCR as of Q4 2025.

Global Retirement Partners held 20,695 shares of MFS Charter Income Trust worth $130K as of Q4 2025.
MFS Charter Income Trust was a new Global Retirement Partners position in Q4 2025.
MFS Charter Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1746 holding.
64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.