SFS
MCR

Shaker Financial Services’s MFS Charter Income Trust MCR Stock Holding History

Shaker Financial Services’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
-533,655
Closed -$3.23M – 161
2026
Q1 		$3.23M Buy
533,655
+132,817
+33% +$822K 1.13% 27
2025
Q4 		$2.51M Buy
400,838
+24,526
+7% +$155K 0.8% 46
2025
Q3 		$2.42M Buy
376,312
+34,958
+10% +$223K 0.83% 52
2025
Q2 		$2.17M Buy
341,354
+27,153
+9% +$169K 0.79% 45
2025
Q1 		$1.97M Buy
314,201
+132
+0% +$836 0.77% 43
2024
Q4 		$2M Sell
314,069
-134,228
-30% -$851K 0.77% 38
2024
Q3 		$2.95M Buy
448,297
+34,463
+8% +$220K 1.11% 28
2024
Q2 		$2.59M Sell
413,834
-62,587
-13% -$390K 1.05% 36
2024
Q1 		$3.02M Buy
476,421
+171,496
+56% +$1.09M 1.17% 28
2023
Q4 		$1.97M Buy
304,925
+86,354
+40% +$521K 0.81% 47
2023
Q3 		$1.28M Buy
218,571
+113,580
+108% +$695K 0.6% 58
2023
Q2 		$662K Buy
104,991
+84,255
+406% +$523K 0.29% 96
2023
Q1 		$130K Sell
20,736
-35,974
-63% -$233K 0.06% 149
2022
Q4 		$349K Sell
56,710
-61,263
-52% -$390K 0.16% 119
2022
Q3 		$702K Buy
117,973
+4,024
+4% +$26.1K 0.35% 80
2022
Q2 		$718K Buy
113,949
+40,227
+55% +$268K 0.35% 76
2022
Q1 		$541K Buy
73,722
+59,422
+416% +$455K 0.2% 111
2021
Q4 		$122K Sell
14,300
-16,348
-53% -$140K 0.04% 159
2021
Q3 		$264K Buy
+30,648
New +$265K 0.11% 123
2021
Q1 		– Sell
-86,747
Closed -$761K – 176
2020
Q4 		$761K Buy
86,747
+17,913
+26% +$150K 0.32% 97
2020
Q3 		$551K Buy
68,834
+4,364
+7% +$36.5K 0.29% 95
2020
Q2 		$513K Buy
64,470
+51,171
+385% +$407K 0.28% 96
2020
Q1 		$98K Sell
13,299
-220,140
-94% -$1.77M 0.07% 154
2019
Q4 		$1.97M Buy
233,439
+71,637
+44% +$597K 0.9% 31
2019
Q3 		$1.34M Buy
161,802
+112,517
+228% +$931K 0.69% 43
2019
Q2 		$402K Sell
49,285
-136,063
-73% -$1.08M 0.21% 94
2019
Q1 		$1.46M Buy
+185,348
New +$1.43M 0.74% 49
2018
Q4 		– Sell
-18,850
Closed -$146K – 145
2018
Q3 		$146K Sell
18,850
-9,350
-33% -$73.3K 0.07% 120
2018
Q2 		$224K Buy
+28,200
New +$226K 0.11% 93
2017
Q4 		– Sell
-297,142
Closed -$2.58M – 133
2017
Q3 		$2.58M Buy
297,142
+105,293
+55% +$909K 1.36% 23
2017
Q2 		$1.66M Buy
191,849
+59,491
+45% +$516K 0.93% 35
2017
Q1 		$1.14M Buy
+132,358
New +$1.14M 0.65% 51
2016
Q4 		– Sell
-50,751
Closed -$438K – 128
2016
Q3 		$438K Buy
+50,751
New +$437K 0.29% 81
2016
Q2 		– Sell
-20,620
Closed -$168K – 123
2016
Q1 		$168K Sell
20,620
-162,580
-89% -$1.27M 0.12% 87
2015
Q4 		$1.4M Buy
+183,200
New +$1.46M 0.97% 40
2015
Q1 		– Sell
-14,400
Closed -$132K – 152
2014
Q4 		$132K Sell
14,400
-259,064
-95% -$2.28M 0.08% 130
2014
Q3 		$2.42M Buy
273,464
+57,988
+27% +$526K 1.57% 22
2014
Q2 		$1.99M Buy
+215,476
New +$1.98M 1.21% 29
2014
Q1 		– Sell
-65,533
Closed -$593K – 163
2013
Q4 		$593K Sell
65,533
-95,013
-59% -$851K 0.41% 83
2013
Q3 		$1.44M Buy
160,546
+22,211
+16% +$197K 1.07% 28
2013
Q2 		$1.28M Buy
+138,335
New +$1.38M 0.94% 39

Shaker Financial Services's MCR Position: Q2 2026 in Review

Shaker Financial Services sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 533,655 shares — an estimated $3.23M sold.

Shaker Financial Services first reported a position in MCR in Q2 2013 and held it in 41 quarters. The position peaked at $3.23M in Q1 2026. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

  • Shaker Financial Services reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
  • Shaker Financial Services sold 533,655 MFS Charter Income Trust shares in Q2 2026, an estimated $3.23M.
  • Shaker Financial Services first reported a position in MFS Charter Income Trust in Q2 2013 and held it in 41 quarters.
  • Shaker Financial Services's MFS Charter Income Trust position peaked at $3.23M in Q1 2026.
  • 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.