Jeff Yass’s Barron's 400 ETF BFOR Stock Holding History

Jeff Yass’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,400	Closed	-$223K	–	12066
2023 Q1	$223K	Buy	+16,400	New	+$229K	﹤0.01%	10356
2020 Q4	–	Sell	-114,800	Closed	-$1.21M	–	11000
2020 Q3	$1.21M	Buy	114,800 +400	+0.3%	+$4.17K	﹤0.01%	5667
2020 Q2	$1.12M	Buy	114,400 +42,800	+60%	+$389K	﹤0.01%	5644
2020 Q1	$559K	Sell	71,600 -8,400	-11%	-$81.5K	﹤0.01%	6679
2019 Q4	$855K	Buy	80,000 +11,600	+17%	+$119K	﹤0.01%	5835
2019 Q3	$680K	Buy	68,400 +2,000	+3%	+$19.8K	﹤0.01%	6596
2019 Q2	$671K	Buy	+66,400	New	+$668K	﹤0.01%	6612
2018 Q3	–	Sell	-21,200	Closed	-$229K	–	9209
2018 Q2	$229K	Buy	21,200 +1,200	+6%	+$12.8K	﹤0.01%	8356
2018 Q1	$208K	Buy	+20,000	New	+$212K	﹤0.01%	8260

Other funds holding BFOR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

Jeff Yass's BFOR Position: Q2 2026 in Review

Jeff Yass reduced its Barron's 400 ETF (BFOR) stake by 92% in Q2 2026, selling an estimated $2.58M and leaving 10,036 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #11565.

Jeff Yass first reported a position in BFOR in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.59M in Q1 2026. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

Jeff Yass held 10,036 shares of Barron's 400 ETF worth $240K as of Q2 2026.
Jeff Yass sold 114,952 Barron's 400 ETF shares in Q2 2026, an estimated $2.58M.
Barron's 400 ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11565 holding.
Jeff Yass first reported a position in Barron's 400 ETF in Q3 2013 and has held it in 48 quarters since.
Jeff Yass's Barron's 400 ETF position peaked at $2.59M in Q1 2026.
43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

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