BHK Investment Advisors, LLC MCI — BARINGS CORPORATE INVS

Ownership history in BHK Investment Advisors, LLC  ·  34 quarters on record

AI Ownership Summary

BHK Investment Advisors, LLC reported BARINGS CORPORATE INVS (MCI) in 34 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.29% in 2025 Q1. The latest visible filing shows MCI at 2.18% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BHK Investment Advisors, LLC's position in BARINGS CORPORATE 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
2026 Q1

MCI was reported at 2.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.29% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

MCI stock page BHK Investment Advisors, LLC fund profile BHK Investment Advisors, LLC full holdings
How BHK Investment Advisors, LLC held MCI — position size vs. price
% of Fund (quarterly)    MCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 377,530 +6,867 +1.9% 2.18% $6.5M 2026-04-29 $17.11
2025 Q4 ADDED — — — 370,663 +9,246 +2.6% 2.21% $6.7M 2026-02-03 $20.21
2025 Q3 REDUCED — — — 361,417 -772 -0.2% 2.80% $7.5M 2025-11-05 $19.16
2025 Q2 ADDED — — — 362,189 +30,439 +9.2% 3.07% $7.8M 2025-08-07 $19.03
2025 Q1 REDUCED 6.2% -5.8% ✅ 331,750 -22,058 -6.2% 3.29% $7.8M 2025-05-01 $18.64
2024 Q4 ADDED — — — 353,808 +4,988 +1.4% 2.71% $7.2M 2025-02-04 $19.19
2024 Q3 REDUCED — — — 348,820 -17,552 -4.8% 2.59% $7.0M 2024-11-12 $16.72
2024 Q2 REDUCED — — — 366,372 -257 -0.1% 2.68% $6.8M 2024-08-06 $14.71
2024 Q1 ADDED — — — 366,629 +146,733 +66.7% 2.42% $6.3M 2024-05-08 $15.31
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCI

As of 2026 Q2 — sorted by position size

Smith Asset Management Co., LLC 2.34% Global Wealth Strategies & Associates 3Y 1.0% Curbstone Financial Management Corp 3Y 7Y 0.86% Secure Asset Management, LLC 3Y 0.51% Sky Investment Group LLC 3Y 7Y 0.48% Future Financial Wealth Managment LLC 3Y 0.46% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 7Y 0.07% ST GERMAIN D J CO INC 3Y 7Y 0.01% Ulland Investment Advisors, LLC 3Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01%

FAQ About BHK Investment Advisors, LLC and MCI

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

How long has BHK Investment Advisors, LLC reported owning MCI?

BHK Investment Advisors, LLC reported MCI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MCI position in BHK Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for MCI was 3.29% in 2025 Q1.

What is the latest reported MCI position on this page?

The most recent filing on this page is 2026 Q1, when BHK Investment Advisors, LLC reported 377,530 shares, equal to 2.18% of portfolio, with an estimated market value of $6.5M.

What does the chart on this MCI ownership page compare?

The chart compares BHK Investment Advisors, LLC's quarterly MCI 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.

How well did BHK Investment Advisors, LLC time their MCI position?

Based on 13F filing dates vs. subsequent MCI price moves, BHK Investment Advisors, LLC correctly timed 14 out of 32 reported position changes (44%). The annualised alpha on MCI relative to SPY over the holding period was -4.4%.

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