Global Wealth Strategies & Associates’s Barings Corporate Investors MCI Stock Holding History

Global Wealth Strategies & Associates’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	$5.26M	Buy	299,749 +12,926	+5%	+$227K	1%	19
2026 Q1	$4.94M	Buy	286,823 +40,712	+17%	+$810K	1.22%	14
2025 Q4	$4.47M	Buy	246,111 +15,489	+7%	+$315K	1.11%	12
2025 Q3	$4.79M	Buy	230,622 +4,551	+2%	+$96.5K	1.23%	12
2025 Q2	$4.9M	Buy	226,071 +7,312	+3%	+$150K	1.4%	12
2025 Q1	$5.13M	Buy	+218,759	New	+$4.6M	1.55%	13

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

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 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

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Wealth Strategies & Associates's MCI Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Barings Corporate Investors (MCI) stake by 4.5% in Q2 2026, buying an estimated $227K and bringing the position to 299,749 shares worth $5.26M. The position accounts for 1% of the portfolio, ranked #19.

Global Wealth Strategies & Associates first reported a position in MCI in Q1 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Global Wealth Strategies & Associates held 299,749 shares of Barings Corporate Investors worth $5.26M as of Q2 2026.
Global Wealth Strategies & Associates bought 12,926 Barings Corporate Investors shares in Q2 2026, an estimated $227K.
Barings Corporate Investors made up 1% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #19 holding.
Global Wealth Strategies & Associates first reported a position in Barings Corporate Investors in Q1 2025 and has held it in 6 quarters since.
25 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.