Smith Asset Management’s Barings Participation Investors MPV Stock Holding History

Smith Asset Management's MPV Position: Q2 2026 in Review

Smith Asset Management reduced its Barings Participation Investors (MPV) stake by 0.88% in Q2 2026, selling an estimated $10.4K and leaving 68,007 shares worth $1.15M. The position accounts for 0.9% of the portfolio, ranked #36.

Smith Asset Management first reported a position in MPV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q2 2025. 4 funds tracked by Wall St. Rank hold MPV as of Q2 2026.

• Smith Asset Management held 68,007 shares of Barings Participation Investors worth $1.15M as of Q2 2026.
• Smith Asset Management sold 603 Barings Participation Investors shares in Q2 2026, an estimated $10.4K.
• Barings Participation Investors made up 0.9% of Smith Asset Management's portfolio in Q2 2026, its #36 holding.
• Smith Asset Management first reported a position in Barings Participation Investors in Q4 2024 and has held it in 7 quarters since.
• Smith Asset Management's Barings Participation Investors position peaked at $1.5M in Q2 2025.
• 4 funds tracked by Wall St. Rank held Barings Participation Investors as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.