FFA
MCI

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

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
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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. 10 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.
  • 10 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.