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MFS Charter Income Trust shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $90k 14k 6.42
2025-06-30 $6.5k 1.0k 6.36
2021-03-31 $379k 44k 8.54

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View all positions for Steward Partners Investment Advisory

Top funds holding MFS Charter Income Trust

Morgan Stanley
Sit Investment Associates
Allspring Global Investments Holdings
Invesco
GraniteShares Advisors
Pathstone Holdings
Shaker Financial Services
Commonwealth Equity Services
Stifel Financial
Wells Fargo & Company
LPL Financial
UBS Group
Cambridge Investment Research Advisors
Goss Wealth Management
Raymond James Financial

View all funds holding MFS Charter Income Trust