BFPW
MCI

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
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 $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

BOK Financial Private Wealth's MCI Position: Q1 2026 in Review

BOK Financial Private Wealth held its Barings Corporate Investors (MCI) position steady in Q1 2026 at 2,825 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

BOK Financial Private Wealth first reported a position in MCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $70.3K in Q1 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • BOK Financial Private Wealth held 2,825 shares of Barings Corporate Investors worth $48.7K as of Q1 2026.
  • BOK Financial Private Wealth left its Barings Corporate Investors share count unchanged in Q1 2026.
  • Barings Corporate Investors made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #272 holding.
  • BOK Financial Private Wealth first reported a position in Barings Corporate Investors in Q4 2023 and has held it in 10 quarters since.
  • BOK Financial Private Wealth's Barings Corporate Investors position peaked at $70.3K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.