Jeff Yass
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Jeff Yass’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Jeff Yass’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,061
Closed -$92.6K – 14380
2026
Q1 		$92.6K Buy
+12,061
New +$94.5K ﹤0.01% 12389
2024
Q4 		– Sell
-11,386
Closed -$93.4K – 13084
2024
Q3 		$93.4K Buy
+11,386
New +$91.6K ﹤0.01% 11092
2024
Q2 		– Sell
-17,484
Closed -$138K – 13079
2024
Q1 		$138K Sell
17,484
-5,483
-24% -$43K ﹤0.01% 10967
2023
Q4 		$177K Buy
22,967
+5,777
+34% +$42.6K ﹤0.01% 10808
2023
Q3 		$123K Buy
17,190
+2,376
+16% +$17.9K ﹤0.01% 10748
2023
Q2 		$113K Sell
14,814
-5,968
-29% -$46K ﹤0.01% 10862
2023
Q1 		$164K Buy
+20,782
New +$163K ﹤0.01% 10825
2022
Q4 		– Sell
-53,342
Closed -$392K – 13525
2022
Q3 		$392K Buy
53,342
+6,568
+14% +$52.6K ﹤0.01% 9108
2022
Q2 		$377K Buy
46,774
+36,599
+360% +$296K ﹤0.01% 8944
2022
Q1 		$87K Sell
10,175
-1,337
-12% -$12.1K ﹤0.01% 12002
2021
Q4 		$111K Buy
+11,512
New +$112K ﹤0.01% 12067
2021
Q1 		– Sell
-14,401
Closed -$132K – 12777
2020
Q4 		$132K Buy
+14,401
New +$130K ﹤0.01% 10334
2019
Q1 		– Sell
-22,467
Closed -$188K – 9716
2018
Q4 		$188K Sell
22,467
-18,674
-45% -$155K ﹤0.01% 7804
2018
Q3 		$348K Buy
+41,141
New +$353K ﹤0.01% 7191

Other funds holding SBI

Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $195M AUM 10.53% 1-Year Est. Return
Whitebox Advisors
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jeff Yass's SBI Position: Q2 2026 in Review

Jeff Yass sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 12,061 shares — an estimated $92.6K sold.

Jeff Yass first reported a position in SBI in Q3 2018 and held it in 14 quarters. The position peaked at $392K in Q3 2022. 60 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Jeff Yass reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 12,061 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $92.6K.
  • Jeff Yass first reported a position in Western Asset Intermediate Muni Fund in Q3 2018 and held it in 14 quarters.
  • Jeff Yass's Western Asset Intermediate Muni Fund position peaked at $392K in Q3 2022.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

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