JY
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Jeff Yass’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Jeff Yass’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Sell
22,287
-169,739
-88% -$3.09M ﹤0.01% 10381
2026
Q1 		$3.47M Buy
+192,026
New +$3.53M ﹤0.01% 4962
2025
Q3 		– Sell
-36,731
Closed -$669K – 12661
2025
Q2 		$669K Buy
+36,731
New +$655K ﹤0.01% 8485
2025
Q1 		– Sell
-23,299
Closed -$408K – 12651
2024
Q4 		$408K Buy
+23,299
New +$418K ﹤0.01% 9165
2024
Q3 		– Sell
-24,580
Closed -$434K – 12170
2024
Q2 		$434K Buy
+24,580
New +$431K ﹤0.01% 8622
2023
Q4 		– Sell
-11,877
Closed -$200K – 12508
2023
Q3 		$200K Sell
11,877
-1,701
-13% -$29.5K ﹤0.01% 10231
2023
Q2 		$239K Sell
13,578
-13,330
-50% -$236K ﹤0.01% 9905
2023
Q1 		$481K Buy
+26,908
New +$475K ﹤0.01% 8671
2022
Q4 		– Sell
-20,003
Closed -$335K – 12652
2022
Q3 		$335K Sell
20,003
-66,610
-77% -$1.19M ﹤0.01% 9498
2022
Q2 		$1.53M Buy
86,613
+37,629
+77% +$688K ﹤0.01% 5474
2022
Q1 		$955K Buy
48,984
+30,174
+160% +$608K ﹤0.01% 7249
2021
Q4 		$401K Sell
18,810
-13,200
-41% -$281K ﹤0.01% 9768
2021
Q3 		$684K Sell
32,010
-34,134
-52% -$738K ﹤0.01% 8581
2021
Q2 		$1.43M Buy
66,144
+31,724
+92% +$679K ﹤0.01% 6799
2021
Q1 		$727K Buy
34,420
+23,805
+224% +$514K ﹤0.01% 8560
2020
Q4 		$234K Buy
+10,615
New +$231K ﹤0.01% 9779
2020
Q3 		– Sell
-20,597
Closed -$435K – 10634
2020
Q2 		$435K Buy
+20,597
New +$426K ﹤0.01% 7652
2019
Q3 		– Sell
-15,846
Closed -$324K – 10273
2019
Q2 		$324K Buy
+15,846
New +$316K ﹤0.01% 8156
2019
Q1 		– Sell
-17,937
Closed -$338K – 8994
2018
Q4 		$338K Sell
17,937
-21,109
-54% -$399K ﹤0.01% 6781
2018
Q3 		$746K Buy
+39,046
New +$747K ﹤0.01% 5817

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Jeff Yass's DIAL Position: Q2 2026 in Review

Jeff Yass reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 88% in Q2 2026, selling an estimated $3.09M and leaving 22,287 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #10381.

Jeff Yass first reported a position in DIAL in Q3 2018 and has held it in 20 quarters since. The position peaked at $3.47M in Q1 2026. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • Jeff Yass held 22,287 shares of Columbia Diversified Fixed Income Allocation ETF worth $405K as of Q2 2026.
  • Jeff Yass sold 169,739 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $3.09M.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10381 holding.
  • Jeff Yass first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2018 and has held it in 20 quarters since.
  • Jeff Yass's Columbia Diversified Fixed Income Allocation ETF position peaked at $3.47M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

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