Benjamin Edwards Inc’s Barings Corporate Investors MCI Stock Holding History

Benjamin Edwards Inc’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	$738K	Buy	42,011 +8,816	+27%	+$155K	0.01%	918
2026 Q1	$572K	Buy	33,195 +55	+0.2%	+$1.09K	0.01%	950
2025 Q4	$601K	Buy	33,140 +147	+0.4%	+$2.99K	0.01%	890
2025 Q3	$685K	Sell	32,993 -312	-0.9%	-$6.61K	0.01%	825
2025 Q2	$721K	Sell	33,305 -1,157	-3%	-$23.8K	0.01%	732
2025 Q1	$808K	Sell	34,462 -709	-2%	-$14.9K	0.01%	644
2024 Q4	$717K	Buy	35,171 +4,923	+16%	+$97.3K	0.01%	719
2024 Q3	$603K	Buy	+30,248	New	+$560K	0.01%	739

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

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

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Benjamin Edwards Inc's MCI Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Barings Corporate Investors (MCI) stake by 27% in Q2 2026, buying an estimated $155K and bringing the position to 42,011 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #918.

Benjamin Edwards Inc first reported a position in MCI in Q3 2024 and has held it in 8 quarters since. The position peaked at $808K in Q1 2025. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Benjamin Edwards Inc held 42,011 shares of Barings Corporate Investors worth $738K as of Q2 2026.
Benjamin Edwards Inc bought 8,816 Barings Corporate Investors shares in Q2 2026, an estimated $155K.
Barings Corporate Investors made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #918 holding.
Benjamin Edwards Inc first reported a position in Barings Corporate Investors in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Barings Corporate Investors position peaked at $808K in Q1 2025.
65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.