Fortis Group Advisors’s Barings Corporate Investors MCI Stock Holding History

Fortis Group 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	$7.46K	Hold	425	–	–	﹤0.01%	416
2026 Q1	$7.33K	Hold	425	–	–	﹤0.01%	407
2025 Q4	$7.71K	Hold	425	–	–	﹤0.01%	402
2025 Q3	$8.82K	Hold	425	–	–	﹤0.01%	351
2025 Q2	$9.21K	Hold	425	–	–	﹤0.01%	335
2025 Q1	$9.96K	Hold	425	–	–	﹤0.01%	300
2024 Q4	$8.66K	Hold	425	–	–	﹤0.01%	321
2024 Q3	$8.47K	Hold	425	–	–	﹤0.01%	311
2024 Q2	$7.91K	Hold	425	–	–	﹤0.01%	313
2024 Q1	$7.31K	Sell	425 -425	-50%	-$7.76K	﹤0.01%	340
2023 Q4	$15.7K	Buy	850 +425	+100%	+$7.07K	﹤0.01%	255
2023 Q3	$6.78K	Buy	+425	New	+$6.51K	﹤0.01%	257
2020 Q3	$5K	Buy	+425	New	+$5.61K	﹤0.01%	336

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

Fortis Group Advisors's MCI Position: Q2 2026 in Review

Fortis Group Advisors held its Barings Corporate Investors (MCI) position steady in Q2 2026 at 425 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Fortis Group Advisors first reported a position in MCI in Q3 2020 and has held it in 13 quarters since. The position peaked at $15.7K in Q4 2023. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Fortis Group Advisors held 425 shares of Barings Corporate Investors worth $7.46K as of Q2 2026.
Fortis Group Advisors left its Barings Corporate Investors share count unchanged in Q2 2026.
Barings Corporate Investors made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #416 holding.
Fortis Group Advisors first reported a position in Barings Corporate Investors in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Barings Corporate Investors position peaked at $15.7K in Q4 2023.
65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.