Mariner
MCR

Mariner’s MFS Charter Income Trust MCR Stock Holding History

Mariner’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 		$69.7K Sell
11,740
-135
-1% -$836 ﹤0.01% 3383
2025
Q4 		$74.5K Sell
11,875
-23
-0.2% -$146 ﹤0.01% 3371
2025
Q3 		$76.4K Buy
11,898
+42
+0.4% +$268 ﹤0.01% 3401
2025
Q2 		$75.4K Sell
11,856
-1,664
-12% -$10.3K ﹤0.01% 3287
2025
Q1 		$84.8K Sell
13,520
-389
-3% -$2.46K ﹤0.01% 3217
2024
Q4 		$88.7K Sell
13,909
-589
-4% -$3.73K ﹤0.01% 3207
2024
Q3 		$95.3K Sell
14,498
-980
-6% -$6.25K ﹤0.01% 3099
2024
Q2 		$97K Buy
15,478
+3,268
+27% +$20.4K ﹤0.01% 2960
2024
Q1 		$77.4K Sell
12,210
-1,102
-8% -$7.01K ﹤0.01% 2975
2023
Q4 		$86K Buy
13,312
+1,336
+11% +$8.06K ﹤0.01% 2878
2023
Q3 		$70.1K Sell
11,976
-387
-3% -$2.37K ﹤0.01% 2732
2023
Q2 		$78K Sell
12,363
-1,458
-11% -$9.05K ﹤0.01% 2669
2023
Q1 		$87K Buy
13,821
+401
+3% +$2.6K ﹤0.01% 2598
2022
Q4 		$83K Sell
13,420
-1,516
-10% -$9.66K ﹤0.01% 2548
2022
Q3 		$89K Buy
+14,936
New +$97.1K ﹤0.01% 2227

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

Mariner's MCR Position: Q1 2026 in Review

Mariner reduced its MFS Charter Income Trust (MCR) stake by 1.1% in Q1 2026, selling an estimated $836 and leaving 11,740 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

Mariner first reported a position in MCR in Q3 2022 and has held it in 15 quarters since. The position peaked at $97K in Q2 2024. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • Mariner held 11,740 shares of MFS Charter Income Trust worth $69.7K as of Q1 2026.
  • Mariner sold 135 MFS Charter Income Trust shares in Q1 2026, an estimated $836.
  • MFS Charter Income Trust made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3383 holding.
  • Mariner first reported a position in MFS Charter Income Trust in Q3 2022 and has held it in 15 quarters since.
  • Mariner's MFS Charter Income Trust position peaked at $97K in Q2 2024.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.