Larson Financial Group’s MFS Charter Income Trust MCR Stock Holding History

Larson Financial Group’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	-4,413	Closed	-$26.7K	–	3877
2026 Q1	$26.7K	Hold	4,413	–	–	﹤0.01%	1685
2025 Q4	$27.7K	Hold	4,413	–	–	﹤0.01%	1533
2025 Q3	$28.3K	Hold	4,413	–	–	﹤0.01%	1448
2025 Q2	$28.1K	Hold	4,413	–	–	﹤0.01%	1332
2025 Q1	$27.7K	Hold	4,413	–	–	﹤0.01%	1241
2024 Q4	$28.2K	Sell	4,413 -1,917	-30%	-$12.2K	﹤0.01%	1092
2024 Q3	$41.6K	Buy	6,330 +4,430	+233%	+$28.3K	﹤0.01%	962
2024 Q2	$11.9K	Buy	+1,900	New	+$11.8K	﹤0.01%	1207

Larson Financial Group's MCR Position: Q2 2026 in Review

Larson Financial Group sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 4,413 shares — an estimated $26.7K sold.

Larson Financial Group first reported a position in MCR in Q2 2024 and held it in 8 quarters. The position peaked at $41.6K in Q3 2024. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Larson Financial Group reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 4,413 MFS Charter Income Trust shares in Q2 2026, an estimated $26.7K.
Larson Financial Group first reported a position in MFS Charter Income Trust in Q2 2024 and held it in 8 quarters.
Larson Financial Group's MFS Charter Income Trust position peaked at $41.6K in Q3 2024.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.