KAS
MPV

Kestra Advisory Services’s Barings Participation Investors MPV Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,868
Closed -$29.7K – 3908
2025
Q4 		$29.7K Buy
+1,868
New +$36.4K ﹤0.01% 4300

Other funds holding MPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services's MPV Position: Q1 2026 in Review

Kestra Advisory Services sold out of Barings Participation Investors (MPV) in Q1 2026, closing a stake of 1,868 shares — an estimated $29.7K sold.

Kestra Advisory Services first reported a position in MPV in Q4 2025 and held it in 1 quarter. The position peaked at $29.7K in Q4 2025. 35 funds tracked by Wall St. Rank hold MPV as of Q1 2026.

  • Kestra Advisory Services reported no remaining Barings Participation Investors position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,868 Barings Participation Investors shares in Q1 2026, an estimated $29.7K.
  • Kestra Advisory Services first reported a position in Barings Participation Investors in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Barings Participation Investors position peaked at $29.7K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.