Jeff Yass’s Bluemonte Large Cap Value ETF BVAL Stock Holding History

Jeff Yass’s Portfolio BVAL Stock Details BVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,032	Closed	-$225K	–	14898
2026 Q1	$225K	Buy	+8,032	New	+$231K	﹤0.01%	11468

Other funds holding BVAL

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Jeff Yass's BVAL Position: Q2 2026 in Review

Jeff Yass sold out of Bluemonte Large Cap Value ETF (BVAL) in Q2 2026, closing a stake of 8,032 shares — an estimated $225K sold.

Jeff Yass first reported a position in BVAL in Q1 2026 and held it in 1 quarter. The position peaked at $225K in Q1 2026. 3 funds tracked by Wall St. Rank hold BVAL as of Q2 2026.

Jeff Yass reported no remaining Bluemonte Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 8,032 Bluemonte Large Cap Value ETF shares in Q2 2026, an estimated $225K.
Jeff Yass first reported a position in Bluemonte Large Cap Value ETF in Q1 2026 and held it in 1 quarter.
Jeff Yass's Bluemonte Large Cap Value ETF position peaked at $225K in Q1 2026.
3 funds tracked by Wall St. Rank held Bluemonte Large Cap Value ETF as of Q2 2026.

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