NA
MPV

NewEdge Advisors’s Barings Participation Investors MPV Stock Holding History

NewEdge 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
2026
Q1 		$537K Buy
31,303
+10,161
+48% +$190K ﹤0.01% 1928
2025
Q4 		$336K Buy
21,142
+1,355
+7% +$26.4K ﹤0.01% 2231
2025
Q3 		$399K Buy
19,787
+5,027
+34% +$98.1K ﹤0.01% 1978
2025
Q2 		$297K Buy
+14,760
New +$260K ﹤0.01% 2027

Other funds holding MPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors's MPV Position: Q1 2026 in Review

NewEdge Advisors increased its Barings Participation Investors (MPV) stake by 48% in Q1 2026, buying an estimated $190K and bringing the position to 31,303 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

NewEdge Advisors first reported a position in MPV in Q2 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold MPV as of Q1 2026.

  • NewEdge Advisors held 31,303 shares of Barings Participation Investors worth $537K as of Q1 2026.
  • NewEdge Advisors bought 10,161 Barings Participation Investors shares in Q1 2026, an estimated $190K.
  • Barings Participation Investors made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1928 holding.
  • NewEdge Advisors first reported a position in Barings Participation Investors in Q2 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2026.

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