Cetera Investment Advisers’s Barings Participation Investors MPV Stock Holding History

Cetera Investment Advisers’s Portfolio MPV Stock Details MPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81M	Buy	105,885 +4,736	+5%	+$88.4K	﹤0.01%	2368
2025 Q4	$1.61M	Buy	101,149 +7,910	+8%	+$154K	﹤0.01%	2404
2025 Q3	$1.88M	Sell	93,239 -2,799	-3%	-$54.6K	﹤0.01%	2228
2025 Q2	$1.93M	Buy	96,038 +333	+0.3%	+$5.86K	﹤0.01%	1868
2025 Q1	$1.69M	Buy	95,705 +2,413	+3%	+$39.7K	﹤0.01%	1872
2024 Q4	$1.59M	Buy	93,292 +4,620	+5%	+$78.3K	﹤0.01%	1813
2024 Q3	$1.5M	Sell	88,672 -3,231	-4%	-$52.5K	﹤0.01%	1810
2024 Q2	$1.52M	Buy	91,903 +5,270	+6%	+$83K	﹤0.01%	1783
2024 Q1	$1.4M	Buy	+86,633	New	+$1.35M	﹤0.01%	1809

Other funds holding MPV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

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

Cetera Investment Advisers increased its Barings Participation Investors (MPV) stake by 4.7% in Q1 2026, buying an estimated $88.4K and bringing the position to 105,885 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Cetera Investment Advisers first reported a position in MPV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.93M in Q2 2025. 35 funds tracked by Wall St. Rank hold MPV as of Q1 2026.

Cetera Investment Advisers held 105,885 shares of Barings Participation Investors worth $1.81M as of Q1 2026.
Cetera Investment Advisers bought 4,736 Barings Participation Investors shares in Q1 2026, an estimated $88.4K.
Barings Participation Investors made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2368 holding.
Cetera Investment Advisers first reported a position in Barings Participation Investors in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Barings Participation Investors position peaked at $1.93M in Q2 2025.
35 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2026.

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