BEI
MCI

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
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 $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
B
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Benjamin Edwards Inc's MCI Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Barings Corporate Investors (MCI) stake by 0.17% in Q1 2026, buying an estimated $1.09K and bringing the position to 33,195 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #950.

Benjamin Edwards Inc first reported a position in MCI in Q3 2024 and has held it in 7 quarters since. The position peaked at $808K in Q1 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • Benjamin Edwards Inc held 33,195 shares of Barings Corporate Investors worth $572K as of Q1 2026.
  • Benjamin Edwards Inc bought 55 Barings Corporate Investors shares in Q1 2026, an estimated $1.09K.
  • Barings Corporate Investors made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #950 holding.
  • Benjamin Edwards Inc first reported a position in Barings Corporate Investors in Q3 2024 and has held it in 7 quarters since.
  • Benjamin Edwards Inc's Barings Corporate Investors position peaked at $808K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.