MA
MPV

Mutual Advisors’s Barings Participation Investors MPV Stock Holding History

Mutual Advisors’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20,633
Closed -$390K – 1323
2025
Q2 		$390K Sell
20,633
-5,473
-21% -$96.2K 0.01% 888
2025
Q1 		$449K Sell
26,106
-2,119
-8% -$34.9K 0.01% 764
2024
Q4 		$483K Sell
28,225
-1,150
-4% -$19.5K 0.01% 713
2024
Q3 		$504K Sell
29,375
-11,374
-28% -$185K 0.01% 702
2024
Q2 		$662K Buy
40,749
+48
+0.1% +$756 0.02% 611
2024
Q1 		$656K Buy
40,701
+3,690
+10% +$57.7K 0.02% 605
2023
Q4 		$577K Buy
+37,011
New +$517K 0.02% 619

Other funds holding MPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Mutual Advisors's MPV Position: Q3 2025 in Review

Mutual Advisors sold out of Barings Participation Investors (MPV) in Q3 2025, closing a stake of 20,633 shares — an estimated $390K sold.

Mutual Advisors first reported a position in MPV in Q4 2023 and held it in 7 quarters. The position peaked at $662K in Q2 2024. 38 funds tracked by Wall St. Rank hold MPV as of Q3 2025.

  • Mutual Advisors reported no remaining Barings Participation Investors position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 20,633 Barings Participation Investors shares in Q3 2025, an estimated $390K.
  • Mutual Advisors first reported a position in Barings Participation Investors in Q4 2023 and held it in 7 quarters.
  • Mutual Advisors's Barings Participation Investors position peaked at $662K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Barings Participation Investors as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.