Mount Yale Investment Advisors’s Barclays BCS Stock Holding History

Mount Yale Investment Advisors’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.97M	Buy	93,315 +75,861	+435%	+$1.85M	0.05%	372
2025 Q4	$444K	Sell	17,454 -84,069	-83%	-$1.86M	0.02%	490
2025 Q3	$2.1M	Buy	101,523 +21,425	+27%	+$424K	0.15%	155
2025 Q2	$1.49M	Buy	80,098 +1,433	+2%	+$23.7K	0.12%	157
2025 Q1	$1.21M	Buy	78,665 +3,126	+4%	+$46.8K	0.1%	170
2024 Q4	$1M	Buy	+75,539	New	+$979K	0.08%	197
2020 Q2	–	Sell	-24,718	Closed	-$112K	–	337
2020 Q1	$112K	Sell	24,718 -22,665	-48%	-$175K	0.03%	283
2019 Q4	$417K	Sell	47,383 -20,141	-30%	-$174K	0.07%	241
2019 Q3	$594K	Buy	+67,524	New	+$488K	0.11%	166
2018 Q4	–	Sell	-19,533	Closed	-$173K	–	363
2018 Q3	$173K	Buy	+19,533	New	+$181K	0.03%	314

Other funds holding BCS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return