MWA
MCI

Medallion Wealth Advisors’s Barings Corporate Investors MCI Stock Holding History

Medallion Wealth 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
2025
Q2 		– Sell
-622
Closed -$14K – 1120
2025
Q1 		$14K Hold
622
– – 0.01% 633
2024
Q4 		$12.7K Buy
+622
New +$12.3K 0.01% 631

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
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Medallion Wealth Advisors's MCI Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Barings Corporate Investors (MCI) in Q2 2025, closing a stake of 622 shares — an estimated $14K sold.

Medallion Wealth Advisors first reported a position in MCI in Q4 2024 and held it in 2 quarters. The position peaked at $14K in Q1 2025. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2025.

  • Medallion Wealth Advisors reported no remaining Barings Corporate Investors position as of Q2 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 622 Barings Corporate Investors shares in Q2 2025, an estimated $14K.
  • Medallion Wealth Advisors first reported a position in Barings Corporate Investors in Q4 2024 and held it in 2 quarters.
  • Medallion Wealth Advisors's Barings Corporate Investors position peaked at $14K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.