Raymond James Financial’s MFS Charter Income Trust MCR Stock Holding History

Raymond James Financial’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 Q2	–	Sell	-117,463	Closed	-$712K	–	5510
2026 Q1	$712K	Buy	117,463 +12,665	+12%	+$78.4K	﹤0.01%	4103
2025 Q4	$657K	Sell	104,798 -4,709	-4%	-$29.8K	﹤0.01%	4070
2025 Q3	$703K	Sell	109,507 -854	-0.8%	-$5.45K	﹤0.01%	3910
2025 Q2	$702K	Sell	110,361 -3,885	-3%	-$24.1K	﹤0.01%	3794
2025 Q1	$716K	Sell	114,246 -7,349	-6%	-$46.6K	﹤0.01%	3710
2024 Q4	$776K	Buy	+121,595	New	+$771K	﹤0.01%	3627

Raymond James Financial's MCR Position: Q2 2026 in Review

Raymond James Financial sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 117,463 shares — an estimated $712K sold.

Raymond James Financial first reported a position in MCR in Q4 2024 and held it in 6 quarters. The position peaked at $776K in Q4 2024. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Raymond James Financial reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Raymond James Financial sold 117,463 MFS Charter Income Trust shares in Q2 2026, an estimated $712K.
Raymond James Financial first reported a position in MFS Charter Income Trust in Q4 2024 and held it in 6 quarters.
Raymond James Financial's MFS Charter Income Trust position peaked at $776K in Q4 2024.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.