Jim Simons’s Direxion Daily Financial Bear 3x ETF FAZ Stock Holding History

Jim Simons’s Portfolio FAZ Stock Details FAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$473K	Buy	+12,000	New	+$525K	﹤0.01%	2619
2024 Q4	–	Sell	-4,700	Closed	-$372K	–	3675
2024 Q3	$372K	Buy	+4,700	New	+$423K	﹤0.01%	2900
2024 Q2	–	Sell	-1,640	Closed	-$161K	–	3631
2024 Q1	$161K	Buy	+1,640	New	+$198K	﹤0.01%	3274
2020 Q2	–	Sell	-238	Closed	-$721K	–	3542
2020 Q1	$721K	Buy	+238	New	+$637K	﹤0.01%	2587
2019 Q1	–	Sell	-69	Closed	-$373K	–	3512
2018 Q4	$373K	Buy	+69	New	+$318K	﹤0.01%	2958

Other funds holding FAZ

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

WCM

Westend Capital Management Sausalito, California $437M AUM 73.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jim Simons's FAZ Position: Q2 2026 in Review

Jim Simons opened a new position in Direxion Daily Financial Bear 3x ETF (FAZ) in Q2 2026: 12,000 shares worth $473K. The stake represents ﹤0.01% of the portfolio and ranks #2619 among its holdings. This is a return to the name: Jim Simons previously reported a position in FAZ as recently as Q3 2024.

Jim Simons first reported a position in FAZ in Q4 2018 and has held it in 5 quarters since. The position peaked at $721K in Q1 2020. 12 funds tracked by Wall St. Rank hold FAZ as of Q2 2026.

Jim Simons held 12,000 shares of Direxion Daily Financial Bear 3x ETF worth $473K as of Q2 2026.
Direxion Daily Financial Bear 3x ETF was a new Jim Simons position in Q2 2026.
Direxion Daily Financial Bear 3x ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2619 holding.
Jim Simons first reported a position in Direxion Daily Financial Bear 3x ETF in Q4 2018 and has held it in 5 quarters since.
Jim Simons's Direxion Daily Financial Bear 3x ETF position peaked at $721K in Q1 2020.
12 funds tracked by Wall St. Rank held Direxion Daily Financial Bear 3x ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.