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Equibles

Valley Brook Capital Group, Inc.

Position in MCR — Mfs Charter Income Trust

CIK 1851418 Venetia, PA
Back to MCR Full portfolio

Position in MCR

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$0
+$0 QoQ
Shares Held
19,650
-5.8% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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

Valley Brook Capital Group, Inc. holds $1,852,971 across 7 Asset Management names.

# Ticker Company Shares Value (USD) Open
1 GAB
Gabelli Equity Trust Inc
 133,336 $754,681
2 BLK
BlackRock, Inc.
 285 $274,044
3 PPT
Franklin Premier Income Trust
 69,369 $242,097
4 BTZ
Blackrock Credit Allocation Income Trust
 16,720 $170,878
5 GUT
Gabelli Utility Trust
 23,500 $154,865
6 JPC
Nuveen Preferred & Income Opportunities Fund
 17,909 $141,122
7 MMT
Aberdeen Multi-Market Income Fund
 26,201 $115,284

All Filings in MCR

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-03-31 — 19,650
2025-12-31 — 20,850
2025-09-30 — 23,850
2025-06-30 — 23,850
2025-03-31 — 23,850
2024-12-31 — 23,850
2024-09-30 — 25,922
2024-06-30 — 22,379
2024-03-31 — 22,350
2023-12-31 — 14,100
2023-09-30 — 14,100
2023-06-30 — 14,100
2023-03-31 — 14,100
2022-12-31 — 14,100
2022-09-30 — 14,100
2022-06-30 — 14,100
2022-03-31 — 18,700
2021-12-31 — 18,700
2021-09-30 — 17,700
2021-06-30 — 16,700
2021-03-31 — 16,575
2020-12-31 — 18,075