MYIA
GIFT

Mount Yale Investment Advisors’s Giftify Inc GIFT Stock Holding History

Mount Yale Investment Advisors’s Portfolio GIFT Stock Details GIFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Buy
+100,000
New +$97.8K ﹤0.01% 1077
2025
Q3 		– Sell
-100,000
Closed -$150K – 1663
2025
Q2 		$150K Hold
100,000
– – 0.01% 590
2025
Q1 		$200K Hold
100,000
– – 0.02% 519
2024
Q4 		$109K Buy
+100,000
New +$148K 0.01% 533

Other funds holding GIFT

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
WWC
Waypoint Wealth Counsel Atlanta, Georgia $193M AUM 30.17% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Giftify Inc (GIFT) in Q1 2026: 100,000 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in GIFT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in GIFT in Q4 2024 and has held it in 4 quarters since. The position peaked at $200K in Q1 2025. 16 funds tracked by Wall St. Rank hold GIFT as of Q1 2026.

  • Mount Yale Investment Advisors held 100,000 shares of Giftify Inc worth $100K as of Q1 2026.
  • Giftify Inc was a new Mount Yale Investment Advisors position in Q1 2026.
  • Giftify Inc made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1077 holding.
  • Mount Yale Investment Advisors first reported a position in Giftify Inc in Q4 2024 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Giftify Inc position peaked at $200K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Giftify Inc as of Q1 2026.

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