Jeff Yass’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Jeff Yass’s Portfolio LGI Stock Details LGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,735	Closed	-$269K	–	14040
2026 Q1	$269K	Buy	+16,735	New	+$304K	﹤0.01%	11121
2024 Q2	–	Sell	-14,285	Closed	-$233K	–	12720
2024 Q1	$233K	Buy	+14,285	New	+$224K	﹤0.01%	10260
2021 Q3	–	Sell	-11,383	Closed	-$237K	–	13202
2021 Q2	$237K	Buy	+11,383	New	+$231K	﹤0.01%	11244

Other funds holding LGI

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's LGI Position: Q2 2026 in Review

Jeff Yass sold out of Lazard Global Total Return & Income Fund (LGI) in Q2 2026, closing a stake of 16,735 shares — an estimated $269K sold.

Jeff Yass first reported a position in LGI in Q2 2021 and held it in 3 quarters. The position peaked at $269K in Q1 2026. 43 funds tracked by Wall St. Rank hold LGI as of Q2 2026.

Jeff Yass reported no remaining Lazard Global Total Return & Income Fund position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 16,735 Lazard Global Total Return & Income Fund shares in Q2 2026, an estimated $269K.
Jeff Yass first reported a position in Lazard Global Total Return & Income Fund in Q2 2021 and held it in 3 quarters.
Jeff Yass's Lazard Global Total Return & Income Fund position peaked at $269K in Q1 2026.
43 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q2 2026.

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