Focus Partners Wealth
MCI

Focus Partners Wealth’s Barings Corporate Investors MCI Stock Holding History

Focus Partners Wealth’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 		$310K Sell
17,972
-741
-4% -$14.7K ﹤0.01% 2180
2025
Q4 		$340K Sell
18,713
-17,010
-48% -$346K ﹤0.01% 2163
2025
Q3 		$756K Buy
35,723
+16,485
+86% +$349K ﹤0.01% 1420
2025
Q2 		$417K Buy
+19,238
New +$395K ﹤0.01% 1533
2025
Q1 		– Sell
-22,107
Closed -$451K – 1989
2024
Q4 		$451K Sell
22,107
-3,970
-15% -$78.5K ﹤0.01% 1377
2024
Q3 		$520K Sell
26,077
-6,366
-20% -$118K ﹤0.01% 1137
2024
Q2 		$604K Sell
32,443
-2,517
-7% -$44.9K ﹤0.01% 906
2024
Q1 		$601K Sell
34,960
-2,520
-7% -$46K ﹤0.01% 689
2023
Q4 		$691K Buy
+37,480
New +$624K 0.01% 520

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $44.6B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth's MCI Position: Q1 2026 in Review

Focus Partners Wealth reduced its Barings Corporate Investors (MCI) stake by 4% in Q1 2026, selling an estimated $14.7K and leaving 17,972 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Focus Partners Wealth first reported a position in MCI in Q4 2023 and has held it in 9 quarters since. The position peaked at $756K in Q3 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • Focus Partners Wealth held 17,972 shares of Barings Corporate Investors worth $310K as of Q1 2026.
  • Focus Partners Wealth sold 741 Barings Corporate Investors shares in Q1 2026, an estimated $14.7K.
  • Barings Corporate Investors made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2180 holding.
  • Focus Partners Wealth first reported a position in Barings Corporate Investors in Q4 2023 and has held it in 9 quarters since.
  • Focus Partners Wealth's Barings Corporate Investors position peaked at $756K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.