BIA
MCI

BHK Investment Advisors’s Barings Corporate Investors MCI Stock Holding History

BHK Investment 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 		$6.51M Buy
377,530
+6,867
+2% +$137K 2.18% 8
2025
Q4 		$6.73M Buy
370,663
+9,246
+3% +$188K 2.21% 9
2025
Q3 		$7.5M Sell
361,417
-772
-0.2% -$16.4K 2.8% 8
2025
Q2 		$7.85M Buy
362,189
+30,439
+9% +$625K 3.07% 8
2025
Q1 		$7.78M Sell
331,750
-22,058
-6% -$464K 3.29% 8
2024
Q4 		$7.21M Buy
353,808
+4,988
+1% +$98.6K 2.71% 9
2024
Q3 		$6.95M Sell
348,820
-17,552
-5% -$325K 2.59% 9
2024
Q2 		$6.82M Sell
366,372
-257
-0.1% -$4.58K 2.68% 9
2024
Q1 		$6.3M Buy
366,629
+146,733
+67% +$2.68M 2.42% 9
2023
Q4 		$4.05M Sell
219,896
-100,855
-31% -$1.68M 2.33% 9
2023
Q3 		$5.11M Sell
320,751
-48,391
-13% -$741K 2.35% 9
2023
Q2 		$5.5M Buy
369,142
+23,861
+7% +$337K 2.35% 9
2023
Q1 		$4.89M Buy
345,281
+20,204
+6% +$286K 2.14% 10
2022
Q4 		$4.54M Sell
325,077
-40,803
-11% -$551K 2.55% 10
2022
Q3 		$4.74M Sell
365,880
-8,946
-2% -$124K 2.38% 11
2022
Q2 		$5.03M Buy
374,826
+33,903
+10% +$483K 2.26% 12
2022
Q1 		$5.19M Sell
340,923
-3,870
-1% -$60.2K 2.17% 14
2021
Q4 		$5.51M Sell
344,793
-13,875
-4% -$221K 2.17% 14
2021
Q3 		$5.58M Buy
358,668
+6,930
+2% +$107K 2.3% 13
2021
Q2 		$5.35M Sell
351,738
-10,017
-3% -$148K 2.18% 14
2021
Q1 		$4.77M Hold
361,755
– – 2.21% 14
2020
Q4 		$4.77M Sell
361,755
-23,334
-6% -$297K 2.23% 14
2020
Q3 		$4.81M Buy
385,089
+5,544
+1% +$73.2K 2.71% 13
2020
Q2 		$5.1M Buy
379,545
+38,230
+11% +$507K 3.01% 11
2020
Q1 		$3.96M Buy
341,315
+33,178
+11% +$514K 2.82% 12
2019
Q4 		$5.2M Sell
308,137
-6,085
-2% -$102K 2.96% 11
2019
Q3 		$5.3M Sell
314,222
-4,398
-1% -$71.5K 3.06% 12
2019
Q2 		$4.99M Buy
318,620
+50,684
+19% +$797K 2.84% 11
2019
Q1 		$4.14M Buy
267,936
+8,050
+3% +$125K 2.51% 11
2018
Q4 		$3.82M Buy
259,886
+10,250
+4% +$155K 2.87% 12
2018
Q3 		$3.83M Buy
249,636
+9,566
+4% +$147K 2.58% 12
2018
Q2 		$3.63M Buy
240,070
+21,182
+10% +$322K 2.52% 13
2018
Q1 		$3.31M Buy
218,888
+25,188
+13% +$380K 2.44% 13
2017
Q4 		$2.96M Buy
+193,700
New +$3.05M 2.49% 12

Other funds holding MCI

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 $637M AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BHK Investment Advisors's MCI Position: Q1 2026 in Review

BHK Investment Advisors increased its Barings Corporate Investors (MCI) stake by 1.9% in Q1 2026, buying an estimated $137K and bringing the position to 377,530 shares worth $6.51M. The position accounts for 2.18% of the portfolio, ranked #8.

BHK Investment Advisors first reported a position in MCI in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.85M in Q2 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • BHK Investment Advisors held 377,530 shares of Barings Corporate Investors worth $6.51M as of Q1 2026.
  • BHK Investment Advisors bought 6,867 Barings Corporate Investors shares in Q1 2026, an estimated $137K.
  • Barings Corporate Investors made up 2.18% of BHK Investment Advisors's portfolio in Q1 2026, its #8 holding.
  • BHK Investment Advisors first reported a position in Barings Corporate Investors in Q4 2017 and has held it in 34 quarters since.
  • BHK Investment Advisors's Barings Corporate Investors position peaked at $7.85M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.