LPL Financial’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-76,200
| Closed | -$462K | – | 6299 |
|
|
2026
Q1 | $462K | Sell |
76,200
-7,533
| -9% | -$46.6K | ﹤0.01% | 4832 |
|
|
2025
Q4 | $525K | Sell |
83,733
-50,577
| -38% | -$320K | ﹤0.01% | 4664 |
|
|
2025
Q3 | $862K | Sell |
134,310
-3,543
| -3% | -$22.6K | ﹤0.01% | 4138 |
|
|
2025
Q2 | $877K | Sell |
137,853
-10,587
| -7% | -$65.8K | ﹤0.01% | 3869 |
|
|
2025
Q1 | $931K | Buy |
148,440
+215
| +0.1% | +$1.36K | ﹤0.01% | 3616 |
|
|
2024
Q4 | $946K | Sell |
148,225
-3,083
| -2% | -$19.6K | ﹤0.01% | 3534 |
|
|
2024
Q3 | $994K | Sell |
151,308
-44,087
| -23% | -$281K | ﹤0.01% | 3413 |
|
|
2024
Q2 | $1.23M | Sell |
195,395
-2,637
| -1% | -$16.4K | ﹤0.01% | 3065 |
|
|
2024
Q1 | $1.26M | Sell |
198,032
-23,298
| -11% | -$148K | ﹤0.01% | 2986 |
|
|
2023
Q4 | $1.43M | Sell |
221,330
-62,672
| -22% | -$378K | ﹤0.01% | 2720 |
|
|
2023
Q3 | $1.66M | Sell |
284,002
-16,848
| -6% | -$103K | ﹤0.01% | 2453 |
|
|
2023
Q2 | $1.9M | Buy |
300,850
+19,164
| +7% | +$119K | ﹤0.01% | 2298 |
|
|
2023
Q1 | $1.77M | Buy |
281,686
+2,082
| +0.7% | +$13.5K | ﹤0.01% | 2239 |
|
|
2022
Q4 | $1.72M | Buy |
279,604
+20,196
| +8% | +$129K | ﹤0.01% | 2186 |
|
|
2022
Q3 | $1.54M | Buy |
259,408
+1,420
| +0.6% | +$9.23K | ﹤0.01% | 2183 |
|
|
2022
Q2 | $1.63M | Buy |
257,988
+25,204
| +11% | +$168K | ﹤0.01% | 2186 |
|
|
2022
Q1 | $1.71M | Buy |
232,784
+22,768
| +11% | +$174K | ﹤0.01% | 2182 |
|
|
2021
Q4 | $1.79M | Buy |
210,016
+2,936
| +1% | +$25.1K | ﹤0.01% | 2174 |
|
|
2021
Q3 | $1.78M | Buy |
207,080
+22,837
| +12% | +$198K | ﹤0.01% | 2141 |
|
|
2021
Q2 | $1.61M | Buy |
184,243
+8,586
| +5% | +$75K | ﹤0.01% | 2157 |
|
|
2021
Q1 | $1.5M | Buy |
175,657
+13,669
| +8% | +$119K | ﹤0.01% | 2050 |
|
|
2020
Q4 | $1.42M | Buy |
161,988
+14,105
| +10% | +$118K | ﹤0.01% | 1921 |
|
|
2020
Q3 | $1.19M | Buy |
147,883
+275
| +0.2% | +$2.3K | ﹤0.01% | 1810 |
|
|
2020
Q2 | $1.17M | Sell |
147,608
-251
| -0.2% | -$2K | ﹤0.01% | 1708 |
|
|
2020
Q1 | $1.09M | Buy |
147,859
+17,321
| +13% | +$139K | ﹤0.01% | 1561 |
|
|
2019
Q4 | $1.1M | Buy |
130,538
+10,750
| +9% | +$89.5K | ﹤0.01% | 1763 |
|
|
2019
Q3 | $995K | Buy |
119,788
+6,300
| +6% | +$52.1K | ﹤0.01% | 1747 |
|
|
2019
Q2 | $925K | Buy |
113,488
+36,116
| +47% | +$287K | ﹤0.01% | 1780 |
|
|
2019
Q1 | $611K | Buy |
77,372
+12,475
| +19% | +$96.3K | ﹤0.01% | 2046 |
|
|
2018
Q4 | $476K | Buy |
64,897
+7,520
| +13% | +$55.8K | ﹤0.01% | 2077 |
|
|
2018
Q3 | $445K | Buy |
57,377
+27,265
| +91% | +$214K | ﹤0.01% | 2336 |
|
|
2018
Q2 | $239K | Buy |
30,112
+11,765
| +64% | +$94.1K | ﹤0.01% | 2856 |
|
|
2018
Q1 | $149K | Buy |
+18,347
| New | +$151K | ﹤0.01% | 3017 |
|
|
2017
Q2 | – | Sell |
-49,334
| Closed | -$427K | – | 2897 |
|
|
2017
Q1 | $427K | Buy |
49,334
+1,408
| +3% | +$12.1K | ﹤0.01% | 1937 |
|
|
2016
Q4 | $411K | Buy |
47,926
+3,856
| +9% | +$32.4K | ﹤0.01% | 1906 |
|
|
2016
Q3 | $377K | Buy |
44,070
+6,328
| +17% | +$54.5K | ﹤0.01% | 1954 |
|
|
2016
Q2 | $320K | Sell |
37,742
-43,211
| -53% | -$358K | ﹤0.01% | 2014 |
|
|
2016
Q1 | $661K | Sell |
80,953
-22,923
| -22% | -$179K | ﹤0.01% | 1971 |
|
|
2015
Q4 | $799K | Buy |
103,876
+50,179
| +93% | +$400K | ﹤0.01% | 1856 |
|
|
2015
Q3 | $417K | Sell |
53,697
-340
| -0.6% | -$2.81K | ﹤0.01% | 1946 |
|
|
2015
Q2 | $463K | Buy |
54,037
+440
| +0.8% | +$3.89K | ﹤0.01% | 1952 |
|
|
2015
Q1 | $472K | Buy |
53,597
+8,273
| +18% | +$73K | ﹤0.01% | 1888 |
|
|
2014
Q4 | $417K | Sell |
45,324
-6,242
| -12% | -$54.9K | ﹤0.01% | 1904 |
|
|
2014
Q3 | $455K | Sell |
51,566
-6,696
| -11% | -$60.8K | ﹤0.01% | 1866 |
|
|
2014
Q2 | $538K | Sell |
58,262
-652
| -1% | -$6K | ﹤0.01% | 1746 |
|
|
2014
Q1 | $538K | Sell |
58,914
-3,143
| -5% | -$28.5K | ﹤0.01% | 1682 |
|
|
2013
Q4 | $562K | Sell |
62,057
-20,863
| -25% | -$187K | ﹤0.01% | 1650 |
|
|
2013
Q3 | $736K | Sell |
82,920
-2,223
| -3% | -$19.7K | ﹤0.01% | 1381 |
|
|
2013
Q2 | $788K | Buy |
+85,143
| New | +$849K | 0.01% | 1270 |
|
LPL Financial's MCR Position: Q2 2026 in Review
LPL Financial sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 76,200 shares — an estimated $462K sold.
LPL Financial first reported a position in MCR in Q2 2013 and held it in 49 quarters. The position peaked at $1.9M in Q2 2023. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- LPL Financial reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- LPL Financial sold 76,200 MFS Charter Income Trust shares in Q2 2026, an estimated $462K.
- LPL Financial first reported a position in MFS Charter Income Trust in Q2 2013 and held it in 49 quarters.
- LPL Financial's MFS Charter Income Trust position peaked at $1.9M in Q2 2023.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.