JY
UG icon

Jeff Yass’s United-Guardian UG Stock Holding History

Jeff Yass’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118K Buy
16,579
+459
+3% +$3.19K ﹤0.01% 12382
2026
Q1 		$107K Buy
16,120
+1,537
+11% +$10.1K ﹤0.01% 12298
2025
Q4 		$89.8K Buy
14,583
+4,559
+45% +$30.1K ﹤0.01% 11512
2025
Q3 		$78.2K Sell
10,024
-8,452
-46% -$69.6K ﹤0.01% 11693
2025
Q2 		$147K Buy
18,476
+7,543
+69% +$62.4K ﹤0.01% 11512
2025
Q1 		$98.3K Buy
+10,933
New +$112K ﹤0.01% 11548
2024
Q4 		– Sell
-11,287
Closed -$179K – 13274
2024
Q3 		$179K Sell
11,287
-20,973
-65% -$262K ﹤0.01% 10570
2024
Q2 		$288K Sell
32,260
-15,690
-33% -$134K ﹤0.01% 9538
2024
Q1 		$371K Buy
47,950
+37,341
+352% +$299K ﹤0.01% 9211
2023
Q4 		$76.4K Buy
+10,609
New +$77.4K ﹤0.01% 11507

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Jeff Yass's UG Position: Q2 2026 in Review

Jeff Yass increased its United-Guardian (UG) stake by 2.8% in Q2 2026, buying an estimated $3.19K and bringing the position to 16,579 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #12382.

Jeff Yass first reported a position in UG in Q4 2023 and has held it in 10 quarters since. The position peaked at $371K in Q1 2024. 28 funds tracked by Wall St. Rank hold UG as of Q2 2026.

  • Jeff Yass held 16,579 shares of United-Guardian worth $118K as of Q2 2026.
  • Jeff Yass bought 459 United-Guardian shares in Q2 2026, an estimated $3.19K.
  • United-Guardian made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12382 holding.
  • Jeff Yass first reported a position in United-Guardian in Q4 2023 and has held it in 10 quarters since.
  • Jeff Yass's United-Guardian position peaked at $371K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held United-Guardian as of Q2 2026.

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