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 Q2	–	Sell	-1,020	Closed	-$6.18K	–	4788
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

Steward Partners Investment Advisory's MCR Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 1,020 shares — an estimated $6.18K sold.

Steward Partners Investment Advisory first reported a position in MCR in Q1 2021 and held it in 5 quarters. The position peaked at $379K in Q1 2021. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Steward Partners Investment Advisory reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,020 MFS Charter Income Trust shares in Q2 2026, an estimated $6.18K.
Steward Partners Investment Advisory first reported a position in MFS Charter Income Trust in Q1 2021 and held it in 5 quarters.
Steward Partners Investment Advisory's MFS Charter Income Trust position peaked at $379K in Q1 2021.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.