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 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 $299M AUM 13.28% 1-Year Est. Return

CFMC

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

GWSA

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

SAM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

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

SIG

Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beacon Pointe Advisors's MCI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Barings Corporate Investors (MCI) stake by 8.2% in Q1 2026, buying an estimated $99.1K and bringing the position to 65,649 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #948.

Beacon Pointe Advisors first reported a position in MCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q3 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

Beacon Pointe Advisors held 65,649 shares of Barings Corporate Investors worth $1.13M as of Q1 2026.
Beacon Pointe Advisors bought 4,979 Barings Corporate Investors shares in Q1 2026, an estimated $99.1K.
Barings Corporate Investors made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #948 holding.
Beacon Pointe Advisors first reported a position in Barings Corporate Investors in Q1 2023 and has held it in 12 quarters since.
Beacon Pointe Advisors's Barings Corporate Investors position peaked at $1.14M in Q3 2025.
58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.