Cetera Investment Advisers
MCI

Cetera Investment Advisers’s Barings Corporate Investors MCI Stock Holding History

Cetera Investment Advisers’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 		$3.11M Buy
180,395
+90,542
+101% +$1.8M ﹤0.01% 1868
2025
Q4 		$1.63M Sell
89,853
-2,754
-3% -$56K ﹤0.01% 2395
2025
Q3 		$1.92M Sell
92,607
-8,146
-8% -$173K ﹤0.01% 2197
2025
Q2 		$2.18M Buy
100,753
+3,954
+4% +$81.2K ﹤0.01% 1778
2025
Q1 		$2.27M Sell
96,799
-1,255
-1% -$26.4K ﹤0.01% 1660
2024
Q4 		$2M Buy
98,054
+7,524
+8% +$149K ﹤0.01% 1662
2024
Q3 		$1.8M Buy
90,530
+4,951
+6% +$91.7K ﹤0.01% 1695
2024
Q2 		$1.59M Buy
85,579
+24,595
+40% +$439K ﹤0.01% 1744
2024
Q1 		$1.05M Buy
60,984
+41,643
+215% +$760K ﹤0.01% 2032
2023
Q4 		$356K Sell
19,341
-1,517
-7% -$25.2K ﹤0.01% 1682
2023
Q3 		$332K Sell
20,858
-18,110
-46% -$278K ﹤0.01% 1651
2023
Q2 		$581K Sell
38,968
-759
-2% -$10.7K ﹤0.01% 1366
2023
Q1 		$562K Buy
39,727
+10,259
+35% +$145K ﹤0.01% 1359
2022
Q4 		$411K Buy
+29,468
New +$398K ﹤0.01% 1480

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
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 $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's MCI Position: Q1 2026 in Review

Cetera Investment Advisers increased its Barings Corporate Investors (MCI) stake by 101% in Q1 2026, buying an estimated $1.8M and bringing the position to 180,395 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Cetera Investment Advisers first reported a position in MCI in Q4 2022 and has held it in 14 quarters since. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • Cetera Investment Advisers held 180,395 shares of Barings Corporate Investors worth $3.11M as of Q1 2026.
  • Cetera Investment Advisers bought 90,542 Barings Corporate Investors shares in Q1 2026, an estimated $1.8M.
  • Barings Corporate Investors made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1868 holding.
  • Cetera Investment Advisers first reported a position in Barings Corporate Investors in Q4 2022 and has held it in 14 quarters since.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.