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Equibles

Kestra Advisory Services, LLC

Position in MCR — Mfs Charter Income Trust

CIK 1830819 AUSTIN, TX
Back to MCR Full portfolio

Position in MCR

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$0
+$0 QoQ
Shares Held
128,467
+26.7% QoQ
Ownership
0.308%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record

Common Shares in MCR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $468,927,536 across 230 Asset Management names.

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 1,980,953 $59,765,352
2 PSLV
Sprott Physical Silver Trust
 1,891,228 $35,687,472
3 BX
Blackstone Inc.
 283,769 $33,391,098
4 BLK
BlackRock, Inc.
 34,123 $32,811,311
5 FHI
Federated Hermes, Inc.
 472,377 $26,084,657
6 KKR
KKR & Co. Inc.
 125,386 $11,507,927
7 ARCC
Ares Capital Corp
 520,151 $9,638,398
8 CEF
Sprott Physical Gold & Silver Trust
 187,775 $7,554,188

All Filings in MCR

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 — 128,467
2025-12-31 — 101,376
2025-09-30 — 107,630
2025-06-30 — 110,744
2025-03-31 — 110,783
2024-12-31 — 105,744
2024-09-30 — 105,705
2024-06-30 — 105,964
2024-03-31 — 101,395
2023-12-31 — 96,438
2023-09-30 — 96,076
2023-06-30 — 95,711
2023-03-31 — 89,564
2022-12-31 — 93,726
2022-09-30 — 88,950
2022-06-30 — 93,415
2022-03-31 — 87,870
2021-12-31 — 87,525
2021-09-30 — 81,626
2021-06-30 — 77,049
2021-03-31 — 61,838
2020-12-31 — 59,378
2020-09-30 — 58,822