JFS Wealth Advisors’s Barings Corporate Investors MCI Stock Holding History

JFS Wealth Advisors’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	$1.09K	Buy	+62	New	+$1.09K	﹤0.01%	1783

Other funds holding MCI

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

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

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

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

JFS Wealth Advisors's MCI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Barings Corporate Investors (MCI) in Q2 2026: 62 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #1783 among its holdings.

9 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

JFS Wealth Advisors held 62 shares of Barings Corporate Investors worth $1.09K as of Q2 2026.
Barings Corporate Investors was a new JFS Wealth Advisors position in Q2 2026.
Barings Corporate Investors made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1783 holding.
9 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.