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MCI

NewEdge Advisors’s Barings Corporate Investors MCI Stock Holding History

NewEdge 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
2026
Q1 		$3.45K Hold
200
– – ﹤0.01% 3683
2025
Q4 		$3.63K Hold
200
– – ﹤0.01% 3755
2025
Q3 		$4.15K Hold
200
– – ﹤0.01% 3588
2025
Q2 		$4.33K Sell
200
-24,095
-99% -$495K ﹤0.01% 3443
2025
Q1 		$569K Sell
24,295
-1,817
-7% -$38.2K ﹤0.01% 1515
2024
Q4 		$532K Sell
26,112
-6,237
-19% -$123K ﹤0.01% 1515
2024
Q3 		$645K Buy
32,349
+3,475
+12% +$64.3K ﹤0.01% 1316
2024
Q2 		$538K Buy
28,874
+7,349
+34% +$131K ﹤0.01% 1376
2024
Q1 		$370K Sell
21,525
-36,790
-63% -$672K ﹤0.01% 1521
2023
Q4 		$1.08M Buy
58,315
+10,285
+21% +$171K 0.01% 895
2023
Q3 		$766K Buy
48,030
+18,750
+64% +$287K 0.01% 976
2023
Q2 		$436K Sell
29,280
-600
-2% -$8.47K ﹤0.01% 1255
2023
Q1 		$404K Buy
29,880
+950
+3% +$13.5K 0.01% 1206
2022
Q4 		$401K Sell
28,930
-900
-3% -$12.1K 0.01% 877
2022
Q3 		$387K Sell
29,830
-300
-1% -$4.16K 0.01% 1082
2022
Q2 		$404K Buy
30,130
+117
+0.4% +$1.67K 0.01% 1078
2022
Q1 		$457K Buy
30,013
+225
+0.8% +$3.5K 0.01% 872
2021
Q4 		$476K Buy
+29,788
New +$475K 0.01% 1104

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $637M AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NewEdge Advisors's MCI Position: Q1 2026 in Review

NewEdge Advisors held its Barings Corporate Investors (MCI) position steady in Q1 2026 at 200 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3683.

NewEdge Advisors first reported a position in MCI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2023. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • NewEdge Advisors held 200 shares of Barings Corporate Investors worth $3.45K as of Q1 2026.
  • NewEdge Advisors left its Barings Corporate Investors share count unchanged in Q1 2026.
  • Barings Corporate Investors made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3683 holding.
  • NewEdge Advisors first reported a position in Barings Corporate Investors in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Barings Corporate Investors position peaked at $1.08M in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.