Secure Asset Management’s Barings Corporate Investors MCI Stock Holding History

Secure Asset Management’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 Q3	$3.55M	Sell	200,680 -8,285	-4%	-$147K	0.47%	56
2026 Q2	$3.67M	Buy	208,965 +8,117	+4%	+$142K	0.51%	53
2026 Q1	$3.46M	Buy	200,848 +81,910	+69%	+$1.63M	0.55%	50
2025 Q4	$2.16M	Sell	118,938 -18,117	-13%	-$368K	0.34%	78
2025 Q3	$2.85M	Sell	137,055 -39,845	-23%	-$845K	0.47%	56
2025 Q2	$3.83M	Buy	176,900 +7,062	+4%	+$145K	0.71%	29
2025 Q1	$3.98M	Sell	169,838 -4,803	-3%	-$101K	0.8%	26
2024 Q4	$3.56M	Buy	174,641 +13,010	+8%	+$257K	0.54%	38
2024 Q3	$3.22M	Buy	161,631 +11,273	+7%	+$209K	0.54%	37
2024 Q2	$2.8M	Buy	+150,358	New	+$2.68M	0.53%	38

Other funds holding MCI

BHK Investment Advisors Birmingham, Alabama $341M AUM 13.07% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

TWM

Todd Wealth Management Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Caldwell Sutter Capital Sausalito, California $268M AUM 23.48% 1-Year Est. Return

Secure Asset Management's MCI Position: Q3 2026 in Review

Secure Asset Management reduced its Barings Corporate Investors (MCI) stake by 4% in Q3 2026, selling an estimated $147K and leaving 200,680 shares worth $3.55M. The position accounts for 0.47% of the portfolio, ranked #56.

Secure Asset Management first reported a position in MCI in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.98M in Q1 2025. 36 funds tracked by Wall St. Rank hold MCI as of Q3 2026.

Secure Asset Management held 200,680 shares of Barings Corporate Investors worth $3.55M as of Q3 2026.
Secure Asset Management sold 8,285 Barings Corporate Investors shares in Q3 2026, an estimated $147K.
Barings Corporate Investors made up 0.47% of Secure Asset Management's portfolio in Q3 2026, its #56 holding.
Secure Asset Management first reported a position in Barings Corporate Investors in Q2 2024 and has held it in 10 quarters since.
Secure Asset Management's Barings Corporate Investors position peaked at $3.98M in Q1 2025.
36 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.