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Jeff Yass’s Liberty All-Star Equity Fund USA Stock Holding History

Jeff Yass’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
+65,708
New +$379K ﹤0.01% 10521
2026
Q1 		– Sell
-111,739
Closed -$702K – 14151
2025
Q4 		$702K Buy
+111,739
New +$696K ﹤0.01% 8024
2025
Q3 		– Sell
-28,419
Closed -$194K – 13962
2025
Q2 		$194K Sell
28,419
-6,536
-19% -$42.5K ﹤0.01% 11243
2025
Q1 		$229K Sell
34,955
-32,347
-48% -$223K ﹤0.01% 10659
2024
Q4 		$468K Buy
+67,302
New +$484K ﹤0.01% 8841
2024
Q3 		– Sell
-82,995
Closed -$564K – 13092
2024
Q2 		$564K Buy
+82,995
New +$564K ﹤0.01% 7965
2024
Q1 		– Sell
-132,637
Closed -$846K – 13395
2023
Q4 		$846K Buy
+132,637
New +$807K ﹤0.01% 7390
2022
Q4 		– Sell
-18,165
Closed -$100K – 13739
2022
Q3 		$100K Buy
+18,165
New +$117K ﹤0.01% 11706
2021
Q3 		– Sell
-41,514
Closed -$375K – 13623
2021
Q2 		$375K Buy
41,514
+29,994
+260% +$252K ﹤0.01% 10293
2021
Q1 		$88K Sell
11,520
-1,583
-12% -$11.6K ﹤0.01% 11905
2020
Q4 		$90K Sell
13,103
-669
-5% -$4.29K ﹤0.01% 10550
2020
Q3 		$83K Buy
+13,772
New +$82.3K ﹤0.01% 10023
2019
Q3 		– Sell
-10,331
Closed -$66K – 10891
2019
Q2 		$66K Buy
+10,331
New +$64.5K ﹤0.01% 9773
2019
Q1 		– Sell
-63,017
Closed -$339K – 9891
2018
Q4 		$339K Buy
+63,017
New +$374K ﹤0.01% 6779
2018
Q2 		– Sell
-19,745
Closed -$121K – 10471
2018
Q1 		$121K Buy
+19,745
New +$125K ﹤0.01% 8627
2017
Q1 		– Sell
-196,470
Closed -$1.01M – 10014
2016
Q4 		$1.01M Buy
+196,470
New +$997K ﹤0.01% 5511
2013
Q4 		– Sell
-499,761
Closed -$2.7M – 9358
2013
Q3 		$2.7M Buy
+499,761
New +$2.75M ﹤0.01% 3638

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jeff Yass's USA Position: Q2 2026 in Review

Jeff Yass opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 65,708 shares worth $382K. The stake represents ﹤0.01% of the portfolio and ranks #10521 among its holdings. This is a return to the name: Jeff Yass previously reported a position in USA as recently as Q4 2025.

Jeff Yass first reported a position in USA in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.7M in Q3 2013. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Jeff Yass held 65,708 shares of Liberty All-Star Equity Fund worth $382K as of Q2 2026.
  • Liberty All-Star Equity Fund was a new Jeff Yass position in Q2 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10521 holding.
  • Jeff Yass first reported a position in Liberty All-Star Equity Fund in Q3 2013 and has held it in 17 quarters since.
  • Jeff Yass's Liberty All-Star Equity Fund position peaked at $2.7M in Q3 2013.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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