Riverbridge Partners’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
-207,236
Closed -$1.26M 204
2026
Q1
$1.26M Buy
207,236
+13,900
+7% +$86.1K 0.03% 146
2025
Q4
$1.21M Buy
193,336
+91,541
+90% +$579K 0.02% 147
2025
Q3
$654K Buy
101,795
+2,280
+2% +$14.5K 0.01% 150
2025
Q2
$633K Buy
99,515
+3,586
+4% +$22.3K 0.01% 146
2025
Q1
$601K Buy
95,929
+9,533
+11% +$60.4K 0.01% 146
2024
Q4
$551K Buy
86,396
+47,909
+124% +$304K 0.01% 142
2024
Q3
$253K Buy
+38,487
New +$246K ﹤0.01% 162

Riverbridge Partners's MCR Position: Q2 2026 in Review

Riverbridge Partners sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 207,236 shares — an estimated $1.26M sold.

Riverbridge Partners first reported a position in MCR in Q3 2024 and held it in 7 quarters. The position peaked at $1.26M in Q1 2026. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

  • Riverbridge Partners reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
  • Riverbridge Partners sold 207,236 MFS Charter Income Trust shares in Q2 2026, an estimated $1.26M.
  • Riverbridge Partners first reported a position in MFS Charter Income Trust in Q3 2024 and held it in 7 quarters.
  • Riverbridge Partners's MFS Charter Income Trust position peaked at $1.26M in Q1 2026.
  • 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.