Farther Finance Advisors’s Barings Corporate Investors MCI Stock Holding History

Farther Finance Advisors’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	$311K	Sell	17,697 -705	-4%	-$12.4K	﹤0.01%	1919
2026 Q1	$327K	Sell	18,402 -4,045	-18%	-$80.5K	﹤0.01%	1686
2025 Q4	$407K	Buy	22,447 +222	+1%	+$4.51K	﹤0.01%	1449
2025 Q3	$461K	Buy	22,225 +1,411	+7%	+$29.9K	0.01%	1120
2025 Q2	$451K	Buy	+20,814	New	+$427K	0.01%	958

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Farther Finance Advisors's MCI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Barings Corporate Investors (MCI) stake by 3.8% in Q2 2026, selling an estimated $12.4K and leaving 17,697 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Farther Finance Advisors first reported a position in MCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $461K in Q3 2025. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Farther Finance Advisors held 17,697 shares of Barings Corporate Investors worth $311K as of Q2 2026.
Farther Finance Advisors sold 705 Barings Corporate Investors shares in Q2 2026, an estimated $12.4K.
Barings Corporate Investors made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1919 holding.
Farther Finance Advisors first reported a position in Barings Corporate Investors in Q2 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Barings Corporate Investors position peaked at $461K in Q3 2025.
65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.