BPA
MCI

Beacon Pointe Advisors’s Barings Corporate Investors MCI Stock Holding History

Beacon Pointe Advisors’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
2026
Q2 		$1.65M Buy
93,996
+28,347
+43% +$497K 0.01% 833
2026
Q1 		$1.13M Buy
65,649
+4,979
+8% +$99.1K 0.01% 948
2025
Q4 		$1.1M Buy
60,670
+5,875
+11% +$119K 0.01% 806
2025
Q3 		$1.14M Buy
54,795
+9,418
+21% +$200K 0.01% 716
2025
Q2 		$983K Sell
45,377
-807
-2% -$16.6K 0.01% 682
2025
Q1 		$1.08M Buy
46,184
+265
+0.6% +$5.58K 0.01% 617
2024
Q4 		$936K Sell
45,919
-12
-0% -$237 0.01% 650
2024
Q3 		$915K Buy
45,931
+988
+2% +$18.3K 0.01% 656
2024
Q2 		$837K Sell
44,943
-1,014
-2% -$18.1K 0.01% 696
2024
Q1 		$790K Sell
45,957
-168
-0.4% -$3.07K 0.01% 756
2023
Q4 		$850K Buy
46,125
+13,455
+41% +$224K 0.01% 720
2023
Q3 		$521K Buy
+32,670
New +$501K 0.01% 854
2023
Q2 		– Sell
-25,602
Closed -$362K – 1151
2023
Q1 		$362K Buy
+25,602
New +$363K 0.01% 858

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Beacon Pointe Advisors's MCI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Barings Corporate Investors (MCI) stake by 43% in Q2 2026, buying an estimated $497K and bringing the position to 93,996 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #833.

Beacon Pointe Advisors first reported a position in MCI in Q1 2023 and has held it in 13 quarters since. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

  • Beacon Pointe Advisors held 93,996 shares of Barings Corporate Investors worth $1.65M as of Q2 2026.
  • Beacon Pointe Advisors bought 28,347 Barings Corporate Investors shares in Q2 2026, an estimated $497K.
  • Barings Corporate Investors made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #833 holding.
  • Beacon Pointe Advisors first reported a position in Barings Corporate Investors in Q1 2023 and has held it in 13 quarters since.
  • 65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.