Atria Wealth Solutions’s Barings Corporate Investors MCI Stock Holding History

Atria Wealth Solutions’s Portfolio MCI Stock Details MCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Buy	61,418 +895	+1%	+$18.4K	0.03%	541
2025 Q1	$1.42M	Buy	60,523 +97	+0.2%	+$2.04K	0.02%	754
2024 Q4	$1.23M	Buy	60,426 +1,989	+3%	+$39.3K	0.01%	846
2024 Q3	$1.16M	Sell	58,437 -84,070	-59%	-$1.56M	0.01%	855
2024 Q2	$2.65M	Buy	142,507 +9,392	+7%	+$168K	0.03%	537
2024 Q1	$2.29M	Buy	133,115 +31,412	+31%	+$573K	0.03%	588
2023 Q4	$1.88M	Buy	101,703 +32,170	+46%	+$535K	0.02%	621
2023 Q3	$1.11M	Buy	69,533 +38,632	+125%	+$592K	0.02%	763
2023 Q2	$460K	Buy	30,901 +2,833	+10%	+$40K	0.01%	1200
2023 Q1	$397K	Buy	28,068 +2,410	+9%	+$34.1K	0.01%	1270
2022 Q4	$358K	Buy	25,658 +1,726	+7%	+$23.3K	0.01%	1263
2022 Q3	$310K	Buy	23,932 +2,571	+12%	+$35.7K	0.01%	1279
2022 Q2	$286K	Buy	21,361 +9,330	+78%	+$133K	0.01%	1235
2022 Q1	$183K	Buy	+12,031	New	+$187K	﹤0.01%	1612

Other funds holding MCI

BIA

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Wealth Solutions's MCI Position: Q2 2025 in Review

Atria Wealth Solutions increased its Barings Corporate Investors (MCI) stake by 1.5% in Q2 2025, buying an estimated $18.4K and bringing the position to 61,418 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #541.

Atria Wealth Solutions first reported a position in MCI in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.65M in Q2 2024. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2025.

Atria Wealth Solutions held 61,418 shares of Barings Corporate Investors worth $1.33M as of Q2 2025.
Atria Wealth Solutions bought 895 Barings Corporate Investors shares in Q2 2025, an estimated $18.4K.
Barings Corporate Investors made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #541 holding.
Atria Wealth Solutions first reported a position in Barings Corporate Investors in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Barings Corporate Investors position peaked at $2.65M in Q2 2024.
65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.