Keating Financial Advisory Services’s Barings Corporate Investors MCI Stock Holding History

Keating Financial Advisory Services’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	$2.93K	Sell	167 -406	-71%	-$7.12K	﹤0.01%	1793
2026 Q1	$9.88K	Buy	573 +12	+2%	+$239	﹤0.01%	1137
2025 Q4	$10.2K	Buy	+561	New	+$11.4K	﹤0.01%	1084

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

Keating Financial Advisory Services's MCI Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Barings Corporate Investors (MCI) stake by 71% in Q2 2026, selling an estimated $7.12K and leaving 167 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Keating Financial Advisory Services first reported a position in MCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2K in Q4 2025. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Keating Financial Advisory Services held 167 shares of Barings Corporate Investors worth $2.93K as of Q2 2026.
Keating Financial Advisory Services sold 406 Barings Corporate Investors shares in Q2 2026, an estimated $7.12K.
Barings Corporate Investors made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1793 holding.
Keating Financial Advisory Services first reported a position in Barings Corporate Investors in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's Barings Corporate Investors position peaked at $10.2K in Q4 2025.
65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.