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 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

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Secure Asset Management's MCI Position: Q2 2026 in Review

Secure Asset Management increased its Barings Corporate Investors (MCI) stake by 4% in Q2 2026, buying an estimated $142K and bringing the position to 208,965 shares worth $3.67M. The position accounts for 0.51% of the portfolio, ranked #53.

Secure Asset Management first reported a position in MCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.98M in Q1 2025. 10 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Secure Asset Management held 208,965 shares of Barings Corporate Investors worth $3.67M as of Q2 2026.
Secure Asset Management bought 8,117 Barings Corporate Investors shares in Q2 2026, an estimated $142K.
Barings Corporate Investors made up 0.51% of Secure Asset Management's portfolio in Q2 2026, its #53 holding.
Secure Asset Management first reported a position in Barings Corporate Investors in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Barings Corporate Investors position peaked at $3.98M in Q1 2025.
10 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.