JY
ASG

Jeff Yass’s Liberty All-Star Growth Fund ASG Stock Holding History

Jeff Yass’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,444
Closed -$54.4K – 13344
2026
Q1 		$54.4K Buy
+11,444
New +$58.9K ﹤0.01% 12618
2025
Q4 		– Sell
-24,328
Closed -$135K – 12282
2025
Q3 		$135K Buy
24,328
+933
+4% +$5.14K ﹤0.01% 11364
2025
Q2 		$128K Buy
+23,395
New +$118K ﹤0.01% 11621
2025
Q1 		– Sell
-10,549
Closed -$59.6K – 12424
2024
Q4 		$59.6K Buy
+10,549
New +$60.7K ﹤0.01% 11606
2024
Q3 		– Sell
-19,070
Closed -$102K – 11911
2024
Q2 		$102K Buy
+19,070
New +$100K ﹤0.01% 11021
2023
Q3 		– Sell
-54,367
Closed -$294K – 11972
2023
Q2 		$294K Buy
+54,367
New +$281K ﹤0.01% 9476
2023
Q1 		– Sell
-12,908
Closed -$63.6K – 12521
2022
Q4 		$63.6K Buy
+12,908
New +$66.7K ﹤0.01% 11263
2020
Q2 		– Sell
-11,712
Closed -$54K – 10083
2020
Q1 		$54K Buy
+11,712
New +$71.1K ﹤0.01% 9653
2018
Q4 		– Sell
-14,349
Closed -$91K – 8887
2018
Q3 		$91K Buy
+14,349
New +$96.3K ﹤0.01% 8643
2018
Q2 		– Sell
-10,186
Closed -$62K – 9564
2018
Q1 		$62K Buy
+10,186
New +$60.5K ﹤0.01% 8893

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's ASG Position: Q2 2026 in Review

Jeff Yass sold out of Liberty All-Star Growth Fund (ASG) in Q2 2026, closing a stake of 11,444 shares — an estimated $54.4K sold.

Jeff Yass first reported a position in ASG in Q1 2018 and held it in 10 quarters. The position peaked at $294K in Q2 2023. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • Jeff Yass reported no remaining Liberty All-Star Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 11,444 Liberty All-Star Growth Fund shares in Q2 2026, an estimated $54.4K.
  • Jeff Yass first reported a position in Liberty All-Star Growth Fund in Q1 2018 and held it in 10 quarters.
  • Jeff Yass's Liberty All-Star Growth Fund position peaked at $294K in Q2 2023.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

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