GRP
MCI

Global Retirement Partners’s Barings Corporate Investors MCI Stock Holding History

Global Retirement Partners’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
2025
Q4 		$18.9K Hold
1,040
– – ﹤0.01% 2893
2025
Q3 		$21.6K Hold
1,040
– – ﹤0.01% 2360
2025
Q2 		$22.5K Buy
+1,040
New +$21.4K ﹤0.01% 2228
2024
Q4 		$21.2K Hold
1,040
– – ﹤0.01% 2055
2024
Q3 		$20.7K Hold
1,040
– – ﹤0.01% 1972
2024
Q2 		$19.4K Hold
1,040
– – ﹤0.01% 1997
2024
Q1 		$17.9K Hold
1,040
– – ﹤0.01% 1863
2023
Q4 		$18.5K Hold
1,040
– – ﹤0.01% 1795
2023
Q3 		$16K Hold
1,040
– – ﹤0.01% 1740
2023
Q2 		$15.5K Hold
1,040
– – ﹤0.01% 1789
2023
Q1 		$14.3K Hold
1,040
– – ﹤0.01% 1780
2022
Q4 		$14.5K Hold
1,040
– – ﹤0.01% 1619
2022
Q3 		$14K Hold
1,040
– – ﹤0.01% 1543
2022
Q2 		$14K Hold
1,040
– – ﹤0.01% 1494
2022
Q1 		$14K Hold
1,040
– – ﹤0.01% 1498
2021
Q4 		$17K Buy
+1,040
New +$16.6K 0.01% 127

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Global Retirement Partners's MCI Position: Q4 2025 in Review

Global Retirement Partners held its Barings Corporate Investors (MCI) position steady in Q4 2025 at 1,040 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Global Retirement Partners first reported a position in MCI in Q4 2021 and has held it in 16 quarters since. The position peaked at $22.5K in Q2 2025. 63 funds tracked by Wall St. Rank hold MCI as of Q4 2025.

  • Global Retirement Partners held 1,040 shares of Barings Corporate Investors worth $18.9K as of Q4 2025.
  • Global Retirement Partners left its Barings Corporate Investors share count unchanged in Q4 2025.
  • Barings Corporate Investors made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2893 holding.
  • Global Retirement Partners first reported a position in Barings Corporate Investors in Q4 2021 and has held it in 16 quarters since.
  • Global Retirement Partners's Barings Corporate Investors position peaked at $22.5K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.