Jones Financial Companies
MCI

Jones Financial Companies’s Barings Corporate Investors MCI Stock Holding History

Jones Financial Companies’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
Q1 		$275K Buy
15,608
+6,500
+71% +$129K ﹤0.01% 2278
2025
Q4 		$165K Buy
9,108
+4,113
+82% +$83.6K ﹤0.01% 1995
2025
Q3 		$104K Sell
4,995
-137
-3% -$2.9K ﹤0.01% 2075
2025
Q2 		$109K Buy
5,132
+659
+15% +$13.5K ﹤0.01% 1899
2025
Q1 		$102K Buy
4,473
+1,708
+62% +$35.9K ﹤0.01% 1767
2024
Q4 		$56.4K Buy
2,765
+1,463
+112% +$28.9K ﹤0.01% 1832
2024
Q3 		$25.4K Buy
+1,302
New +$24.1K ﹤0.01% 1868

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
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jones Financial Companies's MCI Position: Q1 2026 in Review

Jones Financial Companies increased its Barings Corporate Investors (MCI) stake by 71% in Q1 2026, buying an estimated $129K and bringing the position to 15,608 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Jones Financial Companies first reported a position in MCI in Q3 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • Jones Financial Companies held 15,608 shares of Barings Corporate Investors worth $275K as of Q1 2026.
  • Jones Financial Companies bought 6,500 Barings Corporate Investors shares in Q1 2026, an estimated $129K.
  • Barings Corporate Investors made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2278 holding.
  • Jones Financial Companies first reported a position in Barings Corporate Investors in Q3 2024 and has held it in 7 quarters since.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.