Jacobs Equity’s Barings Corporate Investors MCI Stock Holding History

Jacobs Equity’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	$453K	Buy	25,776 +4,748	+23%	+$83.3K	0.31%	78
2026 Q1	$363K	Hold	21,028	–	–	0.32%	74
2025 Q4	$382K	Buy	+21,028	New	+$427K	0.37%	76

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

Jacobs Equity's MCI Position: Q2 2026 in Review

Jacobs Equity increased its Barings Corporate Investors (MCI) stake by 23% in Q2 2026, buying an estimated $83.3K and bringing the position to 25,776 shares worth $453K. The position accounts for 0.31% of the portfolio, ranked #78.

Jacobs Equity first reported a position in MCI in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Jacobs Equity held 25,776 shares of Barings Corporate Investors worth $453K as of Q2 2026.
Jacobs Equity bought 4,748 Barings Corporate Investors shares in Q2 2026, an estimated $83.3K.
Barings Corporate Investors made up 0.31% of Jacobs Equity's portfolio in Q2 2026, its #78 holding.
Jacobs Equity first reported a position in Barings Corporate Investors in Q4 2025 and has held it in 3 quarters since.
65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.