Integrated Wealth Concepts’s Barings Participation Investors MPV Stock Holding History

Integrated Wealth Concepts’s Portfolio MPV Stock Details MPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.37K	Buy	+200	New	+$3.44K	﹤0.01%	5166

Other funds holding MPV

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCMG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Concepts's MPV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Barings Participation Investors (MPV) in Q2 2026: 200 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #5166 among its holdings.

36 funds tracked by Wall St. Rank hold MPV as of Q2 2026.

Integrated Wealth Concepts held 200 shares of Barings Participation Investors worth $3.37K as of Q2 2026.
Barings Participation Investors was a new Integrated Wealth Concepts position in Q2 2026.
Barings Participation Investors made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5166 holding.
36 funds tracked by Wall St. Rank held Barings Participation Investors as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.