Cerity Partners
MCI

Cerity Partners’s Barings Corporate Investors MCI Stock Holding History

Cerity Partners’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 		$447K Buy
25,908
+521
+2% +$10.4K ﹤0.01% 2358
2025
Q4 		$461K Buy
+25,387
New +$516K ﹤0.01% 2161

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

Cerity Partners's MCI Position: Q1 2026 in Review

Cerity Partners increased its Barings Corporate Investors (MCI) stake by 2.1% in Q1 2026, buying an estimated $10.4K and bringing the position to 25,908 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

Cerity Partners first reported a position in MCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $461K in Q4 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • Cerity Partners held 25,908 shares of Barings Corporate Investors worth $447K as of Q1 2026.
  • Cerity Partners bought 521 Barings Corporate Investors shares in Q1 2026, an estimated $10.4K.
  • Barings Corporate Investors made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2358 holding.
  • Cerity Partners first reported a position in Barings Corporate Investors in Q4 2025 and has held it in 2 quarters since.
  • Cerity Partners's Barings Corporate Investors position peaked at $461K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.