JY
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Jeff Yass’s Financial Institutions FISI Stock Holding History

Jeff Yass’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,608
Closed -$590K – 13725
2026
Q1 		$527K Buy
+16,608
New +$534K ﹤0.01% 9536
2025
Q4 		– Sell
-8,211
Closed -$223K – 12722
2025
Q3 		$223K Sell
8,211
-24,589
-75% -$656K ﹤0.01% 10751
2025
Q2 		$842K Buy
32,800
+6,705
+26% +$167K ﹤0.01% 7890
2025
Q1 		$651K Buy
26,095
+16,386
+169% +$442K ﹤0.01% 8317
2024
Q4 		$265K Buy
+9,709
New +$256K ﹤0.01% 10098
2021
Q3 		– Sell
-7,567
Closed -$227K – 12959
2021
Q2 		$227K Buy
+7,567
New +$236K ﹤0.01% 11316
2020
Q4 		– Sell
-56,027
Closed -$863K – 11212
2020
Q3 		$863K Buy
+56,027
New +$920K ﹤0.01% 6477
2019
Q4 		– Sell
-7,301
Closed -$220K – 9970
2019
Q3 		$220K Buy
+7,301
New +$214K ﹤0.01% 8905
2017
Q1 		– Sell
-21,848
Closed -$747K – 9221
2016
Q4 		$747K Buy
+21,848
New +$650K ﹤0.01% 6131
2016
Q2 		– Sell
-8,300
Closed -$241K – 8752
2016
Q1 		$241K Buy
+8,300
New +$226K ﹤0.01% 7637

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jeff Yass's FISI Position: Q2 2026 in Review

Jeff Yass sold out of Financial Institutions (FISI) in Q2 2026, closing a stake of 16,608 shares — an estimated $590K sold.

Jeff Yass first reported a position in FISI in Q1 2016 and held it in 10 quarters. The position peaked at $863K in Q3 2020. 158 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Jeff Yass reported no remaining Financial Institutions position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 16,608 Financial Institutions shares in Q2 2026, an estimated $590K.
  • Jeff Yass first reported a position in Financial Institutions in Q1 2016 and held it in 10 quarters.
  • Jeff Yass's Financial Institutions position peaked at $863K in Q3 2020.
  • 158 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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