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MONTAG A & ASSOCIATES INC → MCI

MONTAG A & ASSOCIATES INC MCI Position History

Barings Corporate Investors • Financial Services

Quarters held
5
Latest value
$145K
Q3 2026
Peak value
$191K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$191K
Q4 2025$171K
Q1 2026$142K
Q2 2026$144K
Q3 2026$145K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$145K8.2K——
Q2 2026$144K8.2K——
Q1 2026$142K8.2K——
Q4 2025$171K9.2K——
Q3 2025$191K9.2K——

Other funds holding MCI

Other MONTAG A & ASSOCIATES INC positions

ETHA

ISHARES TR

$186.8M
ETHA

ISHARES TR

$184.6M
ETHA

ISHARES TR

$175.4M
ETHA

ISHARES TR

$158.4M
ETHA

ISHARES TR

$158.2M
SPY

STATE STR SPDR S&P 500 ETF T

$129.8M
SPY

SPDR S&P 500 ETF TR

$122.5M
SPY

SPDR S&P 500 ETF TR

$117.9M
MONTAG A & ASSOCIATES INC MCI Holdings: 13F Position History | Track13F