Mount Yale Investment Advisors’s Compañía de Minas Buenaventura BVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,667	Closed	-$601K	–	1209
2026 Q1	$601K	Buy	+16,667	New	+$602K	0.01%	665
2025 Q3	–	Sell	-777	Closed	-$12.8K	–	801
2025 Q2	$12.8K	Buy	+777	New	+$11.8K	﹤0.01%	1106
2022 Q3	–	Sell	-18,391	Closed	-$121K	–	451
2022 Q2	$121K	Buy	+18,391	New	+$159K	0.02%	449

Other funds holding BVN

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

CWM

Centrica Wealth Management Miami, Florida $133M AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Compañía de Minas Buenaventura (BVN) in Q2 2026, closing a stake of 16,667 shares — an estimated $601K sold.

Mount Yale Investment Advisors first reported a position in BVN in Q2 2022 and held it in 3 quarters. The position peaked at $601K in Q1 2026. 276 funds tracked by Wall St. Rank hold BVN as of Q2 2026.

Mount Yale Investment Advisors reported no remaining Compañía de Minas Buenaventura position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 16,667 Compañía de Minas Buenaventura shares in Q2 2026, an estimated $601K.
Mount Yale Investment Advisors first reported a position in Compañía de Minas Buenaventura in Q2 2022 and held it in 3 quarters.
Mount Yale Investment Advisors's Compañía de Minas Buenaventura position peaked at $601K in Q1 2026.
276 funds tracked by Wall St. Rank held Compañía de Minas Buenaventura as of Q2 2026.

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