JY
ARDC

Jeff Yass’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Jeff Yass’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140K Buy
+11,059
New +$139K ﹤0.01% 12259
2026
Q1 		– Sell
-10,955
Closed -$146K – 13114
2025
Q4 		$146K Buy
+10,955
New +$148K ﹤0.01% 11195
2025
Q2 		– Sell
-13,710
Closed -$194K – 12599
2025
Q1 		$194K Buy
+13,710
New +$204K ﹤0.01% 10962

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Jeff Yass's ARDC Position: Q2 2026 in Review

Jeff Yass opened a new position in Are Dynamic Credit Allocation Fund (ARDC) in Q2 2026: 11,059 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #12259 among its holdings. This is a return to the name: Jeff Yass previously reported a position in ARDC as recently as Q4 2025.

Jeff Yass first reported a position in ARDC in Q1 2025 and has held it in 3 quarters since. The position peaked at $194K in Q1 2025. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Jeff Yass held 11,059 shares of Are Dynamic Credit Allocation Fund worth $140K as of Q2 2026.
  • Are Dynamic Credit Allocation Fund was a new Jeff Yass position in Q2 2026.
  • Are Dynamic Credit Allocation Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12259 holding.
  • Jeff Yass first reported a position in Are Dynamic Credit Allocation Fund in Q1 2025 and has held it in 3 quarters since.
  • Jeff Yass's Are Dynamic Credit Allocation Fund position peaked at $194K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.