Salomon & Ludwin’s Barings Participation Investors MPV Stock Holding History

Salomon & Ludwin’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	$6.3K	Hold	365	–	–	﹤0.01%	1699
2025 Q4	$6.25K	Hold	365	–	–	﹤0.01%	1695
2025 Q3	$7.38K	Hold	365	–	–	﹤0.01%	1520
2025 Q2	$7.42K	Hold	365	–	–	﹤0.01%	517
2025 Q1	$6.43K	Hold	365	–	–	﹤0.01%	497
2024 Q4	$6.24K	Sell	365 -365	-50%	-$6.19K	﹤0.01%	493
2024 Q3	$12.4K	Hold	730	–	–	﹤0.01%	425
2024 Q2	$12.1K	Hold	730	–	–	﹤0.01%	423
2024 Q1	$11.8K	Hold	730	–	–	﹤0.01%	538
2023 Q4	$9.8K	Hold	730	–	–	﹤0.01%	501
2023 Q3	$9.8K	Buy	+730	New	+$9.8K	﹤0.01%	499

Other funds holding MPV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin's MPV Position: Q1 2026 in Review

Salomon & Ludwin held its Barings Participation Investors (MPV) position steady in Q1 2026 at 365 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Salomon & Ludwin first reported a position in MPV in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.4K in Q3 2024. 35 funds tracked by Wall St. Rank hold MPV as of Q1 2026.

Salomon & Ludwin held 365 shares of Barings Participation Investors worth $6.3K as of Q1 2026.
Salomon & Ludwin left its Barings Participation Investors share count unchanged in Q1 2026.
Barings Participation Investors made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1699 holding.
Salomon & Ludwin first reported a position in Barings Participation Investors in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's Barings Participation Investors position peaked at $12.4K in Q3 2024.
35 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.