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Equibles

Advisory Services Network, LLC

Position in MCR — Mfs Charter Income Trust

CIK 1573876 Atlanta, GA
Back to MCR Full portfolio

Position in MCR

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$0
+$0 QoQ
Shares Held
1,148
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MCR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Advisory Services Network, LLC holds $88,240,465 across 78 Asset Management names.

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 328,219 $9,902,367
2 PSLV
Sprott Physical Silver Trust
 519,432 $9,801,681
3 BX
Blackstone Inc.
 48,602 $5,718,993
4 BLK
BlackRock, Inc.
 5,010 $4,817,407
5 AMP
Ameriprise Financial Inc
 9,233 $4,235,725
6 APO
Apollo Global Management, Inc.
 35,202 $4,164,743
7 UTF
Cohen & Steers Infrastructure Fund Inc
 138,627 $3,824,718
8 TROW
Price T Rowe Group Inc
 32,421 $3,685,938

All Filings in MCR

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14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 — 1,148
2025-09-30 — 1,148
2024-09-30 — 11,921
2024-06-30 — 11,921
2024-03-31 — 11,921
2023-12-31 — 12,993
2023-09-30 — 12,993
2023-06-30 — 12,993
2023-03-31 — 12,993
2022-12-31 — 12,993
2022-09-30 — 12,993
2022-06-30 — 10,773
2022-03-31 — 10,773
2021-06-30 — 6,303