SA
MCI

Sanctuary Advisors’s Barings Corporate Investors MCI Stock Holding History

Sanctuary 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
2025
Q4 		– Sell
-9,862
Closed -$205K – 2515
2025
Q3 		$205K Hold
9,862
– – ﹤0.01% 2262
2025
Q2 		$214K Hold
9,862
– – ﹤0.01% 2130
2025
Q1 		$231K Hold
9,862
– – ﹤0.01% 1956
2024
Q4 		$206K Buy
+9,862
New +$195K ﹤0.01% 2234

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

Sanctuary Advisors's MCI Position: Q4 2025 in Review

Sanctuary Advisors sold out of Barings Corporate Investors (MCI) in Q4 2025, closing a stake of 9,862 shares — an estimated $205K sold.

Sanctuary Advisors first reported a position in MCI in Q4 2024 and held it in 4 quarters. The position peaked at $231K in Q1 2025. 63 funds tracked by Wall St. Rank hold MCI as of Q4 2025.

  • Sanctuary Advisors reported no remaining Barings Corporate Investors position as of Q4 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 9,862 Barings Corporate Investors shares in Q4 2025, an estimated $205K.
  • Sanctuary Advisors first reported a position in Barings Corporate Investors in Q4 2024 and held it in 4 quarters.
  • Sanctuary Advisors's Barings Corporate Investors position peaked at $231K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2025.

Based on Sanctuary Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.