JY
LEO

Jeff Yass’s BNY Mellon Strategic Municipals LEO Stock Holding History

Jeff Yass’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,788
Closed -$112K – 14037
2026
Q1 		$112K Sell
17,788
-407
-2% -$2.6K ﹤0.01% 12264
2025
Q4 		$116K Buy
18,195
+207
+1% +$1.3K ﹤0.01% 11371
2025
Q3 		$112K Sell
17,988
-323
-2% -$1.93K ﹤0.01% 11491
2025
Q2 		$108K Buy
18,311
+4,461
+32% +$26.1K ﹤0.01% 11748
2025
Q1 		$84.8K Sell
13,850
-9,973
-42% -$61.6K ﹤0.01% 11642
2024
Q4 		$144K Buy
+23,823
New +$150K ﹤0.01% 11054
2024
Q3 		– Sell
-31,030
Closed -$190K – 12556
2024
Q2 		$190K Buy
31,030
+332
+1% +$1.99K ﹤0.01% 10434
2024
Q1 		$187K Buy
30,698
+12,173
+66% +$72.8K ﹤0.01% 10668
2023
Q4 		$109K Sell
18,525
-831
-4% -$4.57K ﹤0.01% 11260
2023
Q3 		$103K Buy
19,356
+4,679
+32% +$27.3K ﹤0.01% 10891
2023
Q2 		$91.3K Sell
14,677
-7,175
-33% -$44.2K ﹤0.01% 11014
2023
Q1 		$136K Buy
+21,852
New +$138K ﹤0.01% 11004
2020
Q4 		– Sell
-11,244
Closed -$93K – 11419
2020
Q3 		$93K Buy
+11,244
New +$92.8K ﹤0.01% 9949
2019
Q4 		– Sell
-11,483
Closed -$99K – 10220
2019
Q3 		$99K Buy
+11,483
New +$97.3K ﹤0.01% 9566
2018
Q4 		– Sell
-12,770
Closed -$96K – 9504
2018
Q3 		$96K Buy
+12,770
New +$97.7K ﹤0.01% 8620
2018
Q2 		– Sell
-18,144
Closed -$140K – 10027
2018
Q1 		$140K Sell
18,144
-1,191
-6% -$9.58K ﹤0.01% 8559
2017
Q4 		$167K Buy
+19,335
New +$169K ﹤0.01% 8417
2014
Q1 		– Sell
-22,328
Closed -$170K – 9180
2013
Q4 		$170K Buy
+22,328
New +$172K ﹤0.01% 8379

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Jeff Yass's LEO Position: Q2 2026 in Review

Jeff Yass sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2026, closing a stake of 17,788 shares — an estimated $112K sold.

Jeff Yass first reported a position in LEO in Q4 2013 and held it in 18 quarters. The position peaked at $190K in Q2 2024. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Jeff Yass reported no remaining BNY Mellon Strategic Municipals position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 17,788 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $112K.
  • Jeff Yass first reported a position in BNY Mellon Strategic Municipals in Q4 2013 and held it in 18 quarters.
  • Jeff Yass's BNY Mellon Strategic Municipals position peaked at $190K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

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