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Equibles

BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in MCR — Mfs Charter Income Trust

CIK 2010186 CINCINNATI, OH
Back to MCR Full portfolio

Position in MCR

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$0
+$0 QoQ
Shares Held
2,225
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $13,838,313 across 45 Asset Management names.

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 7,126 $3,269,123
2 NTRS
Northern Trust Corp
 11,867 $2,062,959
3 BLK
BlackRock, Inc.
 1,925 $1,851,003
4 RNP
Cohen & Steers REIT & Preferred & Income Fund Inc
 47,925 $972,877
5 USA
Liberty All Star Equity Fund
 159,826 $928,589
6 BX
Blackstone Inc.
 4,313 $507,510
7 MAIN
Main Street Capital CORP
 9,700 $503,236
8 NAC
Nuveen California Quality Municipal Income Fund
 41,100 $498,132

All Filings in MCR

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 — 2,225
2025-12-31 — 2,225
2025-09-30 — 2,225
2025-06-30 — 2,225
2025-03-31 — 2,225
2024-12-31 — 2,225
2024-09-30 — 2,225
2024-06-30 — 2,225
2024-03-31 — 2,225
2023-12-31 — 2,225
2023-09-30 — 2,225
2023-06-30 — 2,225
2023-03-31 — 2,225
2022-12-31 — 2,225
2022-09-30 — 2,225
2022-06-30 — 2,225
2022-03-31 — 2,225
2021-09-30 — 2,225
2021-06-30 — 2,225
2021-03-31 — 2,800
2020-12-31 — 2,800
2020-09-30 — 2,800
2020-06-30 — 2,800
2020-03-31 — 2,800