LSC
MCR

Logan Stone Capital’s MFS Charter Income Trust MCR Stock Holding History

Logan Stone Capital’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 		$539K Buy
88,880
+34,922
+65% +$216K 0.15% 81
2025
Q4 		$338K Buy
+53,958
New +$341K 0.08% 114

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

Logan Stone Capital's MCR Position: Q1 2026 in Review

Logan Stone Capital increased its MFS Charter Income Trust (MCR) stake by 65% in Q1 2026, buying an estimated $216K and bringing the position to 88,880 shares worth $539K. The position accounts for 0.15% of the portfolio, ranked #81.

Logan Stone Capital first reported a position in MCR in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • Logan Stone Capital held 88,880 shares of MFS Charter Income Trust worth $539K as of Q1 2026.
  • Logan Stone Capital bought 34,922 MFS Charter Income Trust shares in Q1 2026, an estimated $216K.
  • MFS Charter Income Trust made up 0.15% of Logan Stone Capital's portfolio in Q1 2026, its #81 holding.
  • Logan Stone Capital first reported a position in MFS Charter Income Trust in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.