Kovack Advisors’s Barings Corporate Investors MCI Stock Holding History

Kovack 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 Q1	$198K	Hold	11,120	–	–	0.01%	937
2025 Q4	$202K	Buy	+11,120	New	+$226K	0.01%	944
2022 Q2	–	Sell	-11,300	Closed	-$172K	–	695
2022 Q1	$172K	Buy	+11,300	New	+$176K	0.02%	661
2021 Q1	–	Sell	-11,500	Closed	-$152K	–	680
2020 Q4	$152K	Hold	11,500	–	–	0.02%	542
2020 Q3	$144K	Sell	11,500 -558	-5%	-$7.37K	0.03%	442
2020 Q2	$162K	Sell	12,058 -6,117	-34%	-$81.2K	0.03%	423
2020 Q1	$211K	Sell	18,175 -3,379	-16%	-$52.3K	0.05%	363
2019 Q4	$364K	Buy	21,554 +113	+0.5%	+$1.89K	0.07%	321
2019 Q3	$361K	Sell	21,441 -384	-2%	-$6.24K	0.07%	289
2019 Q2	$342K	Sell	21,825 -875	-4%	-$13.8K	0.08%	277
2019 Q1	$351K	Buy	22,700 +12,700	+127%	+$198K	0.09%	255
2018 Q4	$147K	Hold	10,000	–	–	0.04%	367
2018 Q3	$153K	Sell	10,000 -3,000	-23%	-$46K	0.04%	403
2018 Q2	$196K	Buy	+13,000	New	+$198K	0.05%	370

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

GWSA

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kovack Advisors's MCI Position: Q1 2026 in Review

Kovack Advisors held its Barings Corporate Investors (MCI) position steady in Q1 2026 at 11,120 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #937.

Kovack Advisors first reported a position in MCI in Q2 2018 and has held it in 14 quarters since. The position peaked at $364K in Q4 2019. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

Kovack Advisors held 11,120 shares of Barings Corporate Investors worth $198K as of Q1 2026.
Kovack Advisors left its Barings Corporate Investors share count unchanged in Q1 2026.
Barings Corporate Investors made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #937 holding.
Kovack Advisors first reported a position in Barings Corporate Investors in Q2 2018 and has held it in 14 quarters since.
Kovack Advisors's Barings Corporate Investors position peaked at $364K in Q4 2019.
58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.