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
Q2 		$465K Buy
26,505
+597
+2% +$10.5K ﹤0.01% 2476
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 $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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Cetera Investment Advisers
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners's MCI Position: Q2 2026 in Review

Cerity Partners increased its Barings Corporate Investors (MCI) stake by 2.3% in Q2 2026, buying an estimated $10.5K and bringing the position to 26,505 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

Cerity Partners first reported a position in MCI in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

  • Cerity Partners held 26,505 shares of Barings Corporate Investors worth $465K as of Q2 2026.
  • Cerity Partners bought 597 Barings Corporate Investors shares in Q2 2026, an estimated $10.5K.
  • Barings Corporate Investors made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2476 holding.
  • Cerity Partners first reported a position in Barings Corporate Investors in Q4 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.