Jeff Yass’s Pioneer Floating Rate Fund PHD Stock Holding History

Jeff Yass’s Portfolio PHD Stock Details PHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,520	Closed	-$135K	–	13290
2025 Q3	$135K	Sell	13,520 -3,111	-19%	-$30.8K	﹤0.01%	11365
2025 Q2	$163K	Buy	+16,631	New	+$158K	﹤0.01%	11421
2023 Q3	–	Sell	-10,507	Closed	-$91.2K	–	12731
2023 Q2	$91.2K	Buy	+10,507	New	+$90.1K	﹤0.01%	11015
2022 Q2	–	Sell	-13,595	Closed	-$142K	–	13685
2022 Q1	$142K	Buy	+13,595	New	+$151K	﹤0.01%	11610
2018 Q4	–	Sell	-16,004	Closed	-$177K	–	9725
2018 Q3	$177K	Buy	+16,004	New	+$177K	﹤0.01%	8314

Other funds holding PHD

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jeff Yass's PHD Position: Q4 2025 in Review

Jeff Yass sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 13,520 shares — an estimated $135K sold.

Jeff Yass first reported a position in PHD in Q3 2018 and held it in 5 quarters. The position peaked at $177K in Q3 2018. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

Jeff Yass reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
Jeff Yass sold 13,520 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $135K.
Jeff Yass first reported a position in Pioneer Floating Rate Fund in Q3 2018 and held it in 5 quarters.
Jeff Yass's Pioneer Floating Rate Fund position peaked at $177K in Q3 2018.
0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.