Steward Partners Investment Advisory’s Barings Corporate Investors MCI Stock Holding History

Steward Partners Investment Advisory’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 Q1	$20.7K	Hold	1,200	–	–	﹤0.01%	3214
2025 Q4	$21.8K	Hold	1,200	–	–	﹤0.01%	3109
2025 Q3	$24.9K	Sell	1,200 -225	-16%	-$4.77K	﹤0.01%	2984
2025 Q2	$30.9K	Hold	1,425	–	–	﹤0.01%	2722
2025 Q1	$33.4K	Hold	1,425	–	–	﹤0.01%	2581
2024 Q4	$29K	Hold	1,425	–	–	﹤0.01%	2604
2024 Q3	$28.4K	Hold	1,425	–	–	﹤0.01%	2492
2024 Q2	$26.5K	Hold	1,425	–	–	﹤0.01%	2399
2024 Q1	$24.5K	Hold	1,425	–	–	﹤0.01%	2437
2023 Q4	$26.3K	Hold	1,425	–	–	﹤0.01%	2271
2023 Q3	$22.7K	Sell	1,425 -225	-14%	-$3.45K	﹤0.01%	2241
2023 Q2	$24.6K	Hold	1,650	–	–	﹤0.01%	2186
2023 Q1	$23.3K	Hold	1,650	–	–	﹤0.01%	2181
2022 Q4	$23K	Hold	1,650	–	–	﹤0.01%	2180
2022 Q3	$21K	Hold	1,650	–	–	﹤0.01%	2203
2022 Q2	$22K	Hold	1,650	–	–	﹤0.01%	2185
2022 Q1	$25K	Hold	1,650	–	–	﹤0.01%	2262
2021 Q4	$26K	Hold	1,650	–	–	﹤0.01%	2213
2021 Q3	$26K	Hold	1,650	–	–	﹤0.01%	2201
2021 Q2	$25K	Buy	1,650 +1,200	+267%	+$17.8K	﹤0.01%	4725
2021 Q1	$6.27K	Hold	450	–	–	﹤0.01%	2947
2020 Q4	$6K	Hold	450	–	–	﹤0.01%	2468
2020 Q3	$6K	Buy	+450	New	+$5.94K	﹤0.01%	2312

Other funds holding MCI

BIA

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 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

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

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 $637M AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Steward Partners Investment Advisory's MCI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Barings Corporate Investors (MCI) position steady in Q1 2026 at 1,200 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Steward Partners Investment Advisory first reported a position in MCI in Q3 2020 and has held it in 23 quarters since. The position peaked at $33.4K in Q1 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

Steward Partners Investment Advisory held 1,200 shares of Barings Corporate Investors worth $20.7K as of Q1 2026.
Steward Partners Investment Advisory left its Barings Corporate Investors share count unchanged in Q1 2026.
Barings Corporate Investors made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3214 holding.
Steward Partners Investment Advisory first reported a position in Barings Corporate Investors in Q3 2020 and has held it in 23 quarters since.
Steward Partners Investment Advisory's Barings Corporate Investors position peaked at $33.4K in Q1 2025.
58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.