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MFS Charter Income Trust shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $79k 13k 6.06

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View all positions for Evolve Private Wealth

Top funds holding MFS Charter Income Trust

Sit Investment Associates
Allspring Global Investments Holdings
Invesco
Shaker Financial Services
Pathstone Holdings
Wells Fargo & Company
Riverbrige Partners
Commonwealth Equity Services
Stifel Financial
Cambridge Investment Research Advisors
UBS Group
Goss Wealth Management
Raymond James Financial
Kestra Advisory Services
Ashton Thomas Securities

View all funds holding MFS Charter Income Trust