MCI β€” BARINGS CORPORATE INVS

Ownership history in Secure Asset Management, LLC  Β·  7 quarters on record

AI Ownership Summary

Secure Asset Management, LLC reported BARINGS CORPORATE INVS (MCI) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.8% in 2025 Q1. The latest visible filing shows MCI at 0.34% 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 MCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Secure Asset Management, 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
2025 Q4

MCI was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% 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 Q2 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 Secure Asset Management, LLC held MCI β€” position size vs. price
% of Fund (quarterly)    MCI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 118,938 -18,117 -13.2% 0.34% $2.2M 2026-02-14 (Est.) $20.85
2025 Q3 REDUCED 137,055 -39,845 -22.5% 0.47% $2.9M 2025-10-09 $19.38
2025 Q2 ADDED 176,900 +7,062 +4.2% 0.71% $3.8M 2025-07-10 $20.48
2025 Q1 REDUCED 169,838 -4,803 -2.8% 0.80% $4.0M 2025-04-10 $19.23
2024 Q4 ADDED 174,641 +13,010 +8.0% 0.54% $3.6M 2025-01-17 $19.91
2024 Q3 ADDED 161,631 +11,273 +7.5% 0.54% $3.2M 2024-10-16 $17.44
2024 Q2 INITIATED 150,358 β€” β€” 0.53% $2.8M 2024-07-24 $16.25

FAQ About Secure Asset Management, 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 Secure Asset Management, LLC reported owning MCI?

Secure Asset Management, LLC reported MCI across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MCI position in Secure Asset Management, LLC's portfolio?

The largest reported portfolio weight for MCI was 0.80% in 2025 Q1.

What is the latest reported MCI position on this page?

The most recent filing on this page is 2025 Q4, when Secure Asset Management, LLC reported 118,938 shares, equal to 0.34% of portfolio, with an estimated market value of $2.2M.

What does the chart on this MCI ownership page compare?

The chart compares Secure Asset Management, 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.

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