JY
ADV icon

Jeff Yass’s Advantage Solutions ADV Stock Holding History

Jeff Yass’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-464
Closed -$100K – 13028
2021
Q3 		$100K Sell
464
-1,152
-71% -$270K ﹤0.01% 12075
2021
Q2 		$436K Buy
+1,616
New +$499K ﹤0.01% 9917

Other funds holding ADV

CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jeff Yass's ADV Position: Q1 2026 in Review

Jeff Yass sold out of Advantage Solutions (ADV) in Q1 2026, closing a stake of 2,508 shares — an estimated $55.2K sold.

Jeff Yass first reported a position in ADV in Q1 2021 and held it in 19 quarters. The position peaked at $5.3M in Q1 2021. 69 funds tracked by Wall St. Rank hold ADV as of Q1 2026.

  • Jeff Yass reported no remaining Advantage Solutions position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 2,508 Advantage Solutions shares in Q1 2026, an estimated $55.2K.
  • Jeff Yass first reported a position in Advantage Solutions in Q1 2021 and held it in 19 quarters.
  • Jeff Yass's Advantage Solutions position peaked at $5.3M in Q1 2021.
  • 69 funds tracked by Wall St. Rank held Advantage Solutions as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.