UFA
MCI

Uptown Financial Advisors’s Barings Corporate Investors MCI Stock Holding History

Uptown Financial Advisors’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 		– Sell
-20,594
Closed -$374K – 80
2025
Q4 		$374K Buy
+20,594
New +$419K 0.27% 50

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 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
B
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Uptown Financial Advisors's MCI Position: Q1 2026 in Review

Uptown Financial Advisors sold out of Barings Corporate Investors (MCI) in Q1 2026, closing a stake of 20,594 shares — an estimated $374K sold.

Uptown Financial Advisors first reported a position in MCI in Q4 2025 and held it in 1 quarter. The position peaked at $374K in Q4 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • Uptown Financial Advisors reported no remaining Barings Corporate Investors position as of Q1 2026 after selling out during the quarter.
  • Uptown Financial Advisors sold 20,594 Barings Corporate Investors shares in Q1 2026, an estimated $374K.
  • Uptown Financial Advisors first reported a position in Barings Corporate Investors in Q4 2025 and held it in 1 quarter.
  • Uptown Financial Advisors's Barings Corporate Investors position peaked at $374K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Uptown Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.