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Mount Yale Investment Advisors’s FTAI Aviation FTAI Stock Holding History

Mount Yale Investment Advisors’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.49M Buy
12,917
+284
+2% +$71.4K 0.06% 289
2026
Q1 		$3.1M Sell
12,633
-87
-0.7% -$23K 0.07% 275
2025
Q4 		$2.5M Sell
12,720
-12
-0.1% -$2.04K 0.12% 167
2025
Q3 		$2.12M Buy
+12,732
New +$1.81M 0.15% 151

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its FTAI Aviation (FTAI) stake by 2.2% in Q2 2026, buying an estimated $71.4K and bringing the position to 12,917 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #289.

Mount Yale Investment Advisors first reported a position in FTAI in Q3 2025 and has held it in 4 quarters since. 685 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

  • Mount Yale Investment Advisors held 12,917 shares of FTAI Aviation worth $3.49M as of Q2 2026.
  • Mount Yale Investment Advisors bought 284 FTAI Aviation shares in Q2 2026, an estimated $71.4K.
  • FTAI Aviation made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #289 holding.
  • Mount Yale Investment Advisors first reported a position in FTAI Aviation in Q3 2025 and has held it in 4 quarters since.
  • 685 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

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