OP
MCI

ORG Partners’s Barings Corporate Investors MCI Stock Holding History

ORG Partners’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 		$14.5K Hold
800
– – ﹤0.01% 890
2025
Q3 		$16.6K Hold
800
– – ﹤0.01% 843
2025
Q2 		$17.4K Hold
800
– – ﹤0.01% 794
2025
Q1 		$18K Hold
800
– – ﹤0.01% 712
2024
Q4 		$16.3K Buy
+800
New +$15.8K ﹤0.01% 794

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

ORG Partners's MCI Position: Q4 2025 in Review

ORG Partners held its Barings Corporate Investors (MCI) position steady in Q4 2025 at 800 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

ORG Partners first reported a position in MCI in Q4 2024 and has held it in 5 quarters since. The position peaked at $18K in Q1 2025. 63 funds tracked by Wall St. Rank hold MCI as of Q4 2025.

  • ORG Partners held 800 shares of Barings Corporate Investors worth $14.5K as of Q4 2025.
  • ORG Partners left its Barings Corporate Investors share count unchanged in Q4 2025.
  • Barings Corporate Investors made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #890 holding.
  • ORG Partners first reported a position in Barings Corporate Investors in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Barings Corporate Investors position peaked at $18K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.