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Equibles

Waverly Advisors, LLC

Position in MCR — Mfs Charter Income Trust

CIK 1568787 BIRMINGHAM, AL
Back to MCR Full portfolio

Position in MCR

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$0
+$0 QoQ
Shares Held
46,809
+28.9% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MCR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $111,415,655 across 74 Asset Management names.

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 21,835 $20,995,662
2 BX
Blackstone Inc.
 145,297 $17,097,097
3 RJF
Raymond James Financial Inc
 54,515 $8,287,915
4 KKR
KKR & Co. Inc.
 85,199 $7,819,564
5 HASI
HA Sustainable Infrastructure Capital, Inc.
 198,183 $7,739,046
6 STT
State Street Corp
 36,385 $6,170,896
7 ARCC
Ares Capital Corp
 192,694 $3,570,619
8 AMP
Ameriprise Financial Inc
 6,263 $2,873,213

All Filings in MCR

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-03-31 — 46,809
2025-12-31 — 36,308
2025-09-30 — 36,141
2025-06-30 — 36,973
2025-03-31 — 37,706
2024-12-31 — 39,392
2023-09-30 — 11,020
2023-06-30 — 11,020
2023-03-31 — 11,020
2022-12-31 — 11,020
2022-09-30 — 11,020
2022-06-30 — 11,020
2022-03-31 — 11,020
2021-12-31 — 11,020
2021-09-30 — 11,020
2021-06-30 — 11,020
2021-03-31 — 11,020
2020-12-31 — 11,020
2020-09-30 — 11,020
2020-06-30 — 11,020
2020-03-31 — 11,020