XMCRX MFS CHARTER INCOME TR: institutional ownership and insider trading

4 funds reported holding $266K of MFS CHARTER INCOME TR in their latest 13F filings; in Q2 2026 funds net bought $0, with 0 new positions and 66 funds selling out.

Largest institutional holders of XMCRX

  1. Bard Financial Services, Inc. — $138K
  2. SignalPoint Asset Management, LLC — $71.5K
  3. COMERICA BANK — $55.0K
  4. CIBC Private Wealth Group LLC — $1.88K

Who owns the most XMCRX stock?

The largest institutional holders of MFS CHARTER INCOME TR in the latest 13F filings are Bard Financial Services, Inc. ($138K), SignalPoint Asset Management, LLC ($71.5K), COMERICA BANK ($55.0K).

Which ETFs hold XMCRX?

1 ETFs and mutual funds hold it among their top 100 positions, including PCEF.

All XMCRX 13F holders