TCOV
MPV

Trust Company of Vermont’s Barings Participation Investors MPV Stock Holding History

Trust Company of Vermont’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$19.1K Hold
1,200
– – ﹤0.01% 754
2025
Q3 		$24.2K Hold
1,200
– – ﹤0.01% 706
2025
Q2 		$24.1K Sell
1,200
-2,380
-66% -$41.8K ﹤0.01% 682
2025
Q1 		$63.1K Hold
3,580
– – ﹤0.01% 490
2024
Q4 		$61.2K Buy
+3,580
New +$60.7K ﹤0.01% 503

Other funds holding MPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trust Company of Vermont's MPV Position: Q4 2025 in Review

Trust Company of Vermont held its Barings Participation Investors (MPV) position steady in Q4 2025 at 1,200 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Trust Company of Vermont first reported a position in MPV in Q4 2024 and has held it in 5 quarters since. The position peaked at $63.1K in Q1 2025. 34 funds tracked by Wall St. Rank hold MPV as of Q4 2025.

  • Trust Company of Vermont held 1,200 shares of Barings Participation Investors worth $19.1K as of Q4 2025.
  • Trust Company of Vermont left its Barings Participation Investors share count unchanged in Q4 2025.
  • Barings Participation Investors made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #754 holding.
  • Trust Company of Vermont first reported a position in Barings Participation Investors in Q4 2024 and has held it in 5 quarters since.
  • Trust Company of Vermont's Barings Participation Investors position peaked at $63.1K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Barings Participation Investors as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.