BOK Financial Private Wealth’s Barings Corporate Investors MCI Stock Holding History

BOK Financial Private Wealth’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	$49.6K	Hold	2,825	–	–	﹤0.01%	284
2026 Q1	$48.7K	Hold	2,825	–	–	﹤0.01%	272
2025 Q4	$52.4K	Hold	2,825	–	–	﹤0.01%	279
2025 Q3	$58.6K	Sell	2,825 -175	-6%	-$3.71K	﹤0.01%	238
2025 Q2	$65K	Hold	3,000	–	–	﹤0.01%	229
2025 Q1	$70.3K	Hold	3,000	–	–	0.01%	235
2024 Q4	$62.6K	Hold	3,000	–	–	﹤0.01%	247
2024 Q3	$59.8K	Hold	3,000	–	–	﹤0.01%	247
2024 Q2	$55.9K	Hold	3,000	–	–	﹤0.01%	247
2024 Q1	$51.6K	Hold	3,000	–	–	﹤0.01%	254
2023 Q4	$56.4K	Buy	+3,000	New	+$49.9K	﹤0.01%	231

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

BOK Financial Private Wealth's MCI Position: Q2 2026 in Review

BOK Financial Private Wealth held its Barings Corporate Investors (MCI) position steady in Q2 2026 at 2,825 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

BOK Financial Private Wealth first reported a position in MCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $70.3K in Q1 2025. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

BOK Financial Private Wealth held 2,825 shares of Barings Corporate Investors worth $49.6K as of Q2 2026.
BOK Financial Private Wealth left its Barings Corporate Investors share count unchanged in Q2 2026.
Barings Corporate Investors made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #284 holding.
BOK Financial Private Wealth first reported a position in Barings Corporate Investors in Q4 2023 and has held it in 11 quarters since.
BOK Financial Private Wealth's Barings Corporate Investors position peaked at $70.3K in Q1 2025.
65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.