LPL Financial’s Barings Corporate Investors MCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.83M | Sell |
105,976
-17,955
| -14% | -$357K | ﹤0.01% | 3606 |
|
|
2025
Q4 | $2.25M | Buy |
123,931
+1,599
| +1% | +$32.5K | ﹤0.01% | 3294 |
|
|
2025
Q3 | $2.54M | Buy |
122,332
+62,849
| +106% | +$1.33M | ﹤0.01% | 3095 |
|
|
2025
Q2 | $1.29M | Buy |
59,483
+18,445
| +45% | +$379K | ﹤0.01% | 3524 |
|
|
2025
Q1 | $962K | Buy |
41,038
+28,022
| +215% | +$590K | ﹤0.01% | 3593 |
|
|
2024
Q4 | $265K | Buy |
13,016
+2,320
| +22% | +$45.9K | ﹤0.01% | 4633 |
|
|
2024
Q3 | $213K | Sell |
10,696
-392
| -4% | -$7.26K | ﹤0.01% | 4682 |
|
|
2024
Q2 | $206K | Buy |
+11,088
| New | +$198K | ﹤0.01% | 4547 |
|
|
2023
Q2 | – | Sell |
-92,040
| Closed | -$1.3M | – | 4644 |
|
|
2023
Q1 | $1.3M | Sell |
92,040
-3,313
| -3% | -$46.9K | ﹤0.01% | 2530 |
|
|
2022
Q4 | $1.33M | Sell |
95,353
-7,321
| -7% | -$98.8K | ﹤0.01% | 2416 |
|
|
2022
Q3 | $1.33M | Sell |
102,674
-3,416
| -3% | -$47.4K | ﹤0.01% | 2319 |
|
|
2022
Q2 | $1.42M | Sell |
106,090
-4,603
| -4% | -$65.5K | ﹤0.01% | 2290 |
|
|
2022
Q1 | $1.69M | Buy |
110,693
+9,827
| +10% | +$153K | ﹤0.01% | 2192 |
|
|
2021
Q4 | $1.61M | Buy |
100,866
+30
| +0% | +$478 | ﹤0.01% | 2251 |
|
|
2021
Q3 | $1.57M | Sell |
100,836
-4,287
| -4% | -$65.9K | ﹤0.01% | 2245 |
|
|
2021
Q2 | $1.6M | Sell |
105,123
-1,068
| -1% | -$15.8K | ﹤0.01% | 2162 |
|
|
2021
Q1 | $1.48M | Buy |
106,191
+35
| +0% | +$473 | ﹤0.01% | 2062 |
|
|
2020
Q4 | $1.4M | Buy |
106,156
+94,067
| +778% | +$1.2M | ﹤0.01% | 1931 |
|
|
2020
Q3 | $151K | Hold |
12,089
| – | – | ﹤0.01% | 3280 |
|
|
2020
Q2 | $162K | Sell |
12,089
-286
| -2% | -$3.8K | ﹤0.01% | 3184 |
|
|
2020
Q1 | $144K | Buy |
12,375
+20
| +0.2% | +$310 | ﹤0.01% | 2910 |
|
|
2019
Q4 | $208K | Buy |
+12,355
| New | +$207K | ﹤0.01% | 3075 |
|
|
2018
Q1 | – | Sell |
-10,862
| Closed | -$166K | – | 3225 |
|
|
2017
Q4 | $166K | Buy |
+10,862
| New | +$171K | ﹤0.01% | 2854 |
|
|
2017
Q2 | – | Sell |
-12,651
| Closed | -$194K | – | 2896 |
|
|
2017
Q1 | $194K | Sell |
12,651
-2,496
| -16% | -$37.8K | ﹤0.01% | 2502 |
|
|
2016
Q4 | $233K | Buy |
15,147
+4,809
| +47% | +$79.4K | ﹤0.01% | 2362 |
|
|
2016
Q3 | $178K | Sell |
10,338
-4,262
| -29% | -$77.9K | ﹤0.01% | 2436 |
|
|
2016
Q2 | $265K | Sell |
14,600
-18,804
| -56% | -$327K | ﹤0.01% | 2164 |
|
|
2016
Q1 | $564K | Sell |
33,404
-3,584
| -10% | -$60.5K | ﹤0.01% | 2081 |
|
|
2015
Q4 | $642K | Buy |
36,988
+21,248
| +135% | +$361K | ﹤0.01% | 2020 |
|
|
2015
Q3 | $258K | Buy |
15,740
+982
| +7% | +$15.9K | ﹤0.01% | 2319 |
|
|
2015
Q2 | $238K | Buy |
+14,758
| New | +$234K | ﹤0.01% | 2492 |
|
Other funds holding MCI
BIA
CFMC
GWSA
B
SAM
SAM
SIG
LPL Financial's MCI Position: Q1 2026 in Review
LPL Financial reduced its Barings Corporate Investors (MCI) stake by 14% in Q1 2026, selling an estimated $357K and leaving 105,976 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3606.
LPL Financial first reported a position in MCI in Q2 2015 and has held it in 31 quarters since. The position peaked at $2.54M in Q3 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.
- LPL Financial held 105,976 shares of Barings Corporate Investors worth $1.83M as of Q1 2026.
- LPL Financial sold 17,955 Barings Corporate Investors shares in Q1 2026, an estimated $357K.
- Barings Corporate Investors made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3606 holding.
- LPL Financial first reported a position in Barings Corporate Investors in Q2 2015 and has held it in 31 quarters since.
- LPL Financial's Barings Corporate Investors position peaked at $2.54M in Q3 2025.
- 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.