MWM
MCI

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

MGB 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
Q4 		$443K Buy
24,291
+1,097
+5% +$22.3K 0.13% 138
2025
Q3 		$481K Buy
23,194
+2,027
+10% +$43K 0.14% 130
2025
Q2 		$457K Buy
21,167
+3,493
+20% +$71.7K 0.15% 128
2025
Q1 		$397K Buy
+17,674
New +$372K 0.14% 140

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

MGB Wealth Management's MCI Position: Q4 2025 in Review

MGB Wealth Management increased its Barings Corporate Investors (MCI) stake by 4.7% in Q4 2025, buying an estimated $22.3K and bringing the position to 24,291 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #138.

MGB Wealth Management first reported a position in MCI in Q1 2025 and has held it in 4 quarters since. The position peaked at $481K in Q3 2025. 63 funds tracked by Wall St. Rank hold MCI as of Q4 2025.

  • MGB Wealth Management held 24,291 shares of Barings Corporate Investors worth $443K as of Q4 2025.
  • MGB Wealth Management bought 1,097 Barings Corporate Investors shares in Q4 2025, an estimated $22.3K.
  • Barings Corporate Investors made up 0.13% of MGB Wealth Management's portfolio in Q4 2025, its #138 holding.
  • MGB Wealth Management first reported a position in Barings Corporate Investors in Q1 2025 and has held it in 4 quarters since.
  • MGB Wealth Management's Barings Corporate Investors position peaked at $481K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.