Cambridge Investment Research Advisors, Inc.
Position in MCR — Mfs Charter Income Trust
CIK 1419186
FAIRFIELD, IA
Position in MCR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$0
+$0 QoQ
Shares Held
111,537
-4.9% QoQ
Ownership
0.268%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in MCR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in MCR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 111,537 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | — | 117,318 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | — | 118,950 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | — | 99,933 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | — | 108,616 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | — | 91,690 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | — | 66,264 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | — | 65,510 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | — | 65,507 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | — | 81,114 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | — | 75,939 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | — | 42,652 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | — | 44,406 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | — | 43,994 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | — | 41,453 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | — | 68,353 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | — | 21,629 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | — | 19,029 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | — | 11,095 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | — | 11,057 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | — | 11,057 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | — | 12,409 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | — | 12,376 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | — | 18,111 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | — | 19,531 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||