MHR
MCI

Matthew Hamilton Rosenberg’s Barings Corporate Investors MCI Stock Holding History

Matthew Hamilton Rosenberg’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 		– Sell
-320
Closed -$5.52K – 811
2026
Q1 		$5.52K Hold
320
– – ﹤0.01% 673
2025
Q4 		$5.81K Hold
320
– – ﹤0.01% 683
2025
Q3 		$6.64K Hold
320
– – ﹤0.01% 674
2025
Q2 		$6.93K Hold
320
– – ﹤0.01% 698
2025
Q1 		$7.5K Buy
+320
New +$6.73K ﹤0.01% 672

Other funds holding MCI

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
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Matthew Hamilton Rosenberg's MCI Position: Q2 2026 in Review

Matthew Hamilton Rosenberg sold out of Barings Corporate Investors (MCI) in Q2 2026, closing a stake of 320 shares — an estimated $5.52K sold.

Matthew Hamilton Rosenberg first reported a position in MCI in Q1 2025 and held it in 5 quarters. The position peaked at $7.5K in Q1 2025. 11 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

  • Matthew Hamilton Rosenberg reported no remaining Barings Corporate Investors position as of Q2 2026 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 320 Barings Corporate Investors shares in Q2 2026, an estimated $5.52K.
  • Matthew Hamilton Rosenberg first reported a position in Barings Corporate Investors in Q1 2025 and held it in 5 quarters.
  • Matthew Hamilton Rosenberg's Barings Corporate Investors position peaked at $7.5K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.