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MCR
MFS Charter Income Trust
MCR
MCR
Delisted
MCR was delisted on the 18th of June, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $6.65K | – | – | – |
|
| 52 |
SPIA
52
Steward Partners Investment Advisory
New York
| $6.49K | +$6.34K | +1,020 | New |
|
| 53 |
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
| 54 |
PSB
54
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $3.58K | – | – | – |
|
| 55 |
AAG
55
Armstrong Advisory Group
Needham,
Massachusetts
| $3.18K | – | – | – |
|
| 56 |
56
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3.02K | – | – | – |
|
| 57 |
57
CIBC Private Wealth Group
Atlanta,
Georgia
| $1.91K | – | – | – |
|
| 58 |
KFI
58
Key Financial Inc
West Chester,
Pennsylvania
| $1.45K | – | – | – |
|
| 59 |
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$226K | -35,968 | Closed |
|
| 60 |
AFS
60
Anderson Financial Strategies
Dayton,
Ohio
| – | -$212K | -33,775 | Closed |
|
| 61 |
HF
61
HRT Financial
New York
| – | -$100K | -16,001 | Closed |
|
| 62 |
SWP
62
SIMA Wealth Partners
North Chesterfield,
Virginia
| – | -$11.4K | -1,813 | Closed |
|