Schedule 13D ownership disclosure

MFS CHARTER INCOME TRUST

Common Stock · CUSIP: 552727109

Event date: 2026-02-24

Reporting persons may disclose overlapping interests. Their amounts are shown individually and are not added into a filing total.

Filing-level shares
Unavailable
Percent of class
Unavailable
  • SIT INVESTMENT ASSOCIATES INCReported CIK 0000769317

    Shares: 4,097,943.00 · Class: 9.8%

  • SIT FIXED INCOME ADVISORS II LLC /ADVReported CIK 0001053046

    Shares: 4,097,943.00 · Class: 9.8%

Amounts are as disclosed in this filing. Schedule type alone does not establish investment intent.

Source: SEC EDGAR filing

Filing metadata

Accession number
0000897101-26-000068
Form type
SCHEDULE 13D
Filer
MFS CHARTER INCOME TRUST
CIK
CIK 851170
Filed
Feb 24, 2026
Reporting period
Feb 24, 2026
Description
Schedule 13D beneficial ownership

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