FFWM
MCI

Future Financial Wealth Management’s Barings Corporate Investors MCI Stock Holding History

Future Financial Wealth Management’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 		$737K Sell
44,370
-2,651
-6% -$46.5K 0.46% 41
2026
Q1 		$844K Buy
47,021
+189
+0.4% +$3.76K 0.54% 37
2025
Q4 		$956K Sell
46,832
-1,364
-3% -$27.7K 0.64% 27
2025
Q3 		$1M Buy
48,196
+151
+0.3% +$3.2K 0.63% 29
2025
Q2 		$1.04M Buy
48,045
+160
+0.3% +$3.29K 0.71% 27
2025
Q1 		$1.12M Sell
47,885
-1,717
-3% -$36.1K 0.82% 26
2024
Q4 		$1.01M Sell
49,602
-17
-0% -$336 0.74% 30
2024
Q3 		$989K Buy
49,619
+814
+2% +$15.1K 0.71% 30
2024
Q2 		$909K Buy
48,805
+3,146
+7% +$56.1K 0.8% 33
2024
Q1 		$785K Sell
45,659
-2,059
-4% -$37.6K 0.6% 36
2023
Q4 		$879K Buy
47,718
+4,107
+9% +$68.3K 0.87% 32
2023
Q3 		$695K Buy
43,611
+903
+2% +$13.8K 0.77% 34
2023
Q2 		$636K Buy
42,708
+700
+2% +$9.88K 0.67% 36
2023
Q1 		$603K Sell
42,008
-90
-0.2% -$1.27K 0.66% 42
2022
Q4 		$588K Sell
42,098
-13,423
-24% -$181K 0.67% 48
2022
Q3 		$745K Buy
55,521
+1,953
+4% +$27.1K 0.86% 41
2022
Q2 		$816K Hold
53,568
– – 0.8% 46
2022
Q1 		$816K Buy
53,568
+699
+1% +$10.9K 0.68% 46
2021
Q4 		$837K Buy
52,869
+1,800
+4% +$28.7K 0.67% 46
2021
Q3 		$776K Hold
51,069
– – 0.8% 47
2021
Q2 		$776K Buy
51,069
+4,473
+10% +$66.3K 0.8% 47
2021
Q1 		$649K Buy
46,596
+3,071
+7% +$41.5K 0.75% 42
2020
Q4 		$574K Buy
+43,525
New +$555K 0.66% 49

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Cetera Investment Advisers
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Future Financial Wealth Management's MCI Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Barings Corporate Investors (MCI) stake by 5.6% in Q2 2026, selling an estimated $46.5K and leaving 44,370 shares worth $737K. The position accounts for 0.46% of the portfolio, ranked #41.

Future Financial Wealth Management first reported a position in MCI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q1 2025. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

  • Future Financial Wealth Management held 44,370 shares of Barings Corporate Investors worth $737K as of Q2 2026.
  • Future Financial Wealth Management sold 2,651 Barings Corporate Investors shares in Q2 2026, an estimated $46.5K.
  • Barings Corporate Investors made up 0.46% of Future Financial Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Future Financial Wealth Management first reported a position in Barings Corporate Investors in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Barings Corporate Investors position peaked at $1.12M in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.