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 Q2	$2.54M	Buy	94,453 +1,138	+1%	+$27.4K	0.05%	363
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mount Yale Investment Advisors's BCS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Barclays (BCS) stake by 1.2% in Q2 2026, buying an estimated $27.4K and bringing the position to 94,453 shares worth $2.54M. The position accounts for 0.05% of the portfolio, ranked #363.

Mount Yale Investment Advisors first reported a position in BCS in Q3 2018 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Mount Yale Investment Advisors held 94,453 shares of Barclays worth $2.54M as of Q2 2026.
Mount Yale Investment Advisors bought 1,138 Barclays shares in Q2 2026, an estimated $27.4K.
Barclays made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #363 holding.
Mount Yale Investment Advisors first reported a position in Barclays in Q3 2018 and has held it in 11 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.