KWM
MCI

Kingsview Wealth Management’s Barings Corporate Investors MCI Stock Holding History

Kingsview Wealth Management’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
2025
Q3 		– Sell
-15,306
Closed -$332K – 1259
2025
Q2 		$332K Buy
+15,306
New +$314K 0.01% 904

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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 $583M AUM 17.29% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingsview Wealth Management's MCI Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Barings Corporate Investors (MCI) in Q3 2025, closing a stake of 15,306 shares — an estimated $332K sold.

Kingsview Wealth Management first reported a position in MCI in Q2 2025 and held it in 1 quarter. The position peaked at $332K in Q2 2025. 66 funds tracked by Wall St. Rank hold MCI as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Barings Corporate Investors position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,306 Barings Corporate Investors shares in Q3 2025, an estimated $332K.
  • Kingsview Wealth Management first reported a position in Barings Corporate Investors in Q2 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's Barings Corporate Investors position peaked at $332K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.