Steward Partners Investment Advisory’s MFS Charter Income Trust MCR Stock Holding History

Steward Partners Investment Advisory’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	$6.18K	Hold	1,020	–	–	﹤0.01%	3731
2025 Q4	$6.39K	Sell	1,020 -12,916	-93%	-$81.7K	﹤0.01%	3612
2025 Q3	$89.5K	Buy	13,936 +12,916	+1,266%	+$82.4K	﹤0.01%	2295
2025 Q2	$6.49K	Buy	+1,020	New	+$6.34K	﹤0.01%	3389
2021 Q2	–	Sell	-44,430	Closed	-$379K	–	7276
2021 Q1	$379K	Buy	+44,430	New	+$385K	0.01%	992

Other funds holding MCR

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Steward Partners Investment Advisory's MCR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its MFS Charter Income Trust (MCR) position steady in Q1 2026 at 1,020 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3731.

Steward Partners Investment Advisory first reported a position in MCR in Q1 2021 and has held it in 5 quarters since. The position peaked at $379K in Q1 2021. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

Steward Partners Investment Advisory held 1,020 shares of MFS Charter Income Trust worth $6.18K as of Q1 2026.
Steward Partners Investment Advisory left its MFS Charter Income Trust share count unchanged in Q1 2026.
MFS Charter Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3731 holding.
Steward Partners Investment Advisory first reported a position in MFS Charter Income Trust in Q1 2021 and has held it in 5 quarters since.
Steward Partners Investment Advisory's MFS Charter Income Trust position peaked at $379K in Q1 2021.
66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.