GA
MCR

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

GraniteShares 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
2025
Q4 		– Sell
-480,950
Closed -$3.09M – 103
2025
Q3 		$3.09M Buy
480,950
+42,364
+10% +$270K 1.79% 16
2025
Q2 		$2.79M Buy
438,586
+27,412
+7% +$170K 1.71% 20
2025
Q1 		$2.58M Buy
411,174
+24,920
+6% +$158K 1.64% 31
2024
Q4 		$2.46M Buy
+386,254
New +$2.45M 1.56% 30

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
Invesco
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GraniteShares Advisors's MCR Position: Q4 2025 in Review

GraniteShares Advisors sold out of MFS Charter Income Trust (MCR) in Q4 2025, closing a stake of 480,950 shares — an estimated $3.09M sold.

GraniteShares Advisors first reported a position in MCR in Q4 2024 and held it in 4 quarters. The position peaked at $3.09M in Q3 2025. 64 funds tracked by Wall St. Rank hold MCR as of Q4 2025.

  • GraniteShares Advisors reported no remaining MFS Charter Income Trust position as of Q4 2025 after selling out during the quarter.
  • GraniteShares Advisors sold 480,950 MFS Charter Income Trust shares in Q4 2025, an estimated $3.09M.
  • GraniteShares Advisors first reported a position in MFS Charter Income Trust in Q4 2024 and held it in 4 quarters.
  • GraniteShares Advisors's MFS Charter Income Trust position peaked at $3.09M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2025.

Based on GraniteShares Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.