Mount Yale Investment Advisors »

Barclays shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Barclays (BCS) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Barclays

Tip: Access up to 7 years of quarterly data

All positions including Barclays held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Barclays by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 102k 20.67
2025-06-30 $1.5M 80k 18.59
2025-03-31 $1.2M 79k 15.36
2024-12-31 $1.0M 76k 13.29
2020-03-31 $112k 25k 4.53
2019-12-31 $417k 47k 8.80
2019-09-30 $594k 68k 8.80
2018-09-30 $173k 19k 9.26

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

Top funds holding Barclays

Fisher Investments
Acadian Asset Management
Morgan Stanley
Natixis Asset Management Advisors
FMR
Goldman Sachs Group
Dimensional Fund Advisors
Royal Bank of Canada
Northern Trust
Arrowstreet Capital, Limited Partnership
Raymond James Financial
American Century Companies
Ameriprise Financial
Causeway Capital Management
Sei Investments

View all funds holding Barclays