MPV β€” BARINGS PARTN INVS

Ownership history in BENJAMIN EDWARDS INC  Β·  6 quarters on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported BARINGS PARTN INVS (MPV) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows MPV at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MPV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENJAMIN EDWARDS INC's position in BARINGS PARTN INVS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MPV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BENJAMIN EDWARDS INC held MPV β€” position size vs. price
% of Fund (quarterly)    MPV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 250,172 +1,617 +0.7% 0.04% $4.0M 2026-02-14 (Est.) $19.22
2025 Q3 REDUCED 248,555 -19,209 -7.2% 0.06% $5.0M 2025-10-23 $18.61
2025 Q2 REDUCED 267,764 -10,077 -3.6% 0.07% $5.4M 2025-08-14 $17.80
2025 Q1 REDUCED 277,841 -2,738 -1.0% 0.07% $4.9M 2025-05-12 $15.66
2024 Q4 ADDED 280,579 +6,004 +2.2% 0.07% $4.8M 2025-02-14 $16.02
2024 Q3 INITIATED 274,575 β€” β€” 0.07% $4.7M 2024-11-14 $14.89

FAQ About BENJAMIN EDWARDS INC and MPV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BENJAMIN EDWARDS INC reported owning MPV?

BENJAMIN EDWARDS INC reported MPV across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported MPV position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for MPV was 0.07% in 2024 Q4.

What is the latest reported MPV position on this page?

The most recent filing on this page is 2025 Q4, when BENJAMIN EDWARDS INC reported 250,172 shares, equal to 0.04% of portfolio, with an estimated market value of $4.0M.

What does the chart on this MPV ownership page compare?

The chart compares BENJAMIN EDWARDS INC's quarterly MPV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to BENJAMIN EDWARDS INC Holdings