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Mount Yale Investment Advisors’s Bunge Global BG Stock Holding History

Mount Yale Investment Advisors’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$203K Buy
+1,597
New +$185K ﹤0.01% 1058
2025
Q3 		– Sell
-109
Closed -$8.78K – 770
2025
Q2 		$8.78K Buy
+109
New +$8.58K ﹤0.01% 1159

Other funds holding BG

G
Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's BG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Bunge Global (BG) in Q1 2026: 1,597 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BG in Q2 2025 and has held it in 2 quarters since. 708 funds tracked by Wall St. Rank hold BG as of Q1 2026.

  • Mount Yale Investment Advisors held 1,597 shares of Bunge Global worth $203K as of Q1 2026.
  • Bunge Global was a new Mount Yale Investment Advisors position in Q1 2026.
  • Bunge Global made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1058 holding.
  • Mount Yale Investment Advisors first reported a position in Bunge Global in Q2 2025 and has held it in 2 quarters since.
  • 708 funds tracked by Wall St. Rank held Bunge Global as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.