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MCR

NewEdge Advisors’s MFS Charter Income Trust MCR Stock Holding History

NewEdge Advisors’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 		$659K Sell
108,740
-3,800
-3% -$23.5K ﹤0.01% 1776
2025
Q4 		$706K Sell
112,540
-4,000
-3% -$25.3K ﹤0.01% 1712
2025
Q3 		$748K Buy
116,540
+3,945
+4% +$25.2K ﹤0.01% 1583
2025
Q2 		$716K Sell
112,595
-2,245
-2% -$13.9K ﹤0.01% 1477
2025
Q1 		$720K Sell
114,840
-3,200
-3% -$20.3K ﹤0.01% 1374
2024
Q4 		$753K Sell
118,040
-6,600
-5% -$41.9K ﹤0.01% 1316
2024
Q3 		$819K Sell
124,640
-2,910
-2% -$18.6K 0.01% 1194
2024
Q2 		$800K Sell
127,550
-4,800
-4% -$29.9K 0.01% 1174
2024
Q1 		$839K Sell
132,350
-11,510
-8% -$73.3K 0.01% 1085
2023
Q4 		$922K Buy
143,860
+14,610
+11% +$88.1K 0.01% 968
2023
Q3 		$756K Sell
129,250
-27,100
-17% -$166K 0.01% 989
2023
Q2 		$987K Buy
156,350
+8,675
+6% +$53.8K 0.01% 874
2023
Q1 		$926K Sell
147,675
-7,300
-5% -$47.4K 0.01% 810
2022
Q4 		$953K Sell
154,975
-3,200
-2% -$20.4K 0.03% 526
2022
Q3 		$941K Buy
158,175
+4,799
+3% +$31.2K 0.02% 665
2022
Q2 		$966K Buy
153,376
+11,288
+8% +$75.2K 0.02% 680
2022
Q1 		$1.04M Buy
142,088
+21,705
+18% +$166K 0.02% 630
2021
Q4 		$1.03M Buy
+120,383
New +$1.03M 0.02% 715

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

NewEdge Advisors's MCR Position: Q1 2026 in Review

NewEdge Advisors reduced its MFS Charter Income Trust (MCR) stake by 3.4% in Q1 2026, selling an estimated $23.5K and leaving 108,740 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

NewEdge Advisors first reported a position in MCR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2022. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • NewEdge Advisors held 108,740 shares of MFS Charter Income Trust worth $659K as of Q1 2026.
  • NewEdge Advisors sold 3,800 MFS Charter Income Trust shares in Q1 2026, an estimated $23.5K.
  • MFS Charter Income Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1776 holding.
  • NewEdge Advisors first reported a position in MFS Charter Income Trust in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's MFS Charter Income Trust position peaked at $1.04M in Q1 2022.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.