LFG
MCR

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
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

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Larson Financial Group's MCR Position: Q1 2026 in Review

Larson Financial Group held its MFS Charter Income Trust (MCR) position steady in Q1 2026 at 4,413 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Larson Financial Group first reported a position in MCR in Q2 2024 and has held it in 8 quarters since. The position peaked at $41.6K in Q3 2024. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • Larson Financial Group held 4,413 shares of MFS Charter Income Trust worth $26.7K as of Q1 2026.
  • Larson Financial Group left its MFS Charter Income Trust share count unchanged in Q1 2026.
  • MFS Charter Income Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1685 holding.
  • Larson Financial Group first reported a position in MFS Charter Income Trust in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's MFS Charter Income Trust position peaked at $41.6K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.