Abel Hall LLC
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Abel Hall LLC’s Liberty All-Star Equity Fund USA Stock Holding History

Abel Hall LLC’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
Q3 		$594K Hold
103,000
– – 0.11% 169
2026
Q2 		$598K Hold
103,000
– – 0.1% 184
2026
Q1 		$572K Hold
103,000
– – 0.12% 153
2025
Q4 		$647K Hold
103,000
– – 0.15% 111
2025
Q3 		$653K Hold
103,000
– – 0.26% 57
2025
Q2 		$701K Buy
+103,000
New +$670K 0.32% 46

Other funds holding USA

Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Mindset Wealth Management
Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
Advocate Investing Services
Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return

Abel Hall LLC's USA Position: Q3 2026 in Review

Abel Hall LLC held its Liberty All-Star Equity Fund (USA) position steady in Q3 2026 at 103,000 shares worth $594K. The position accounts for 0.11% of the portfolio, ranked #169.

Abel Hall LLC first reported a position in USA in Q2 2025 and has held it in 6 quarters since. The position peaked at $701K in Q2 2025. 68 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • Abel Hall LLC held 103,000 shares of Liberty All-Star Equity Fund worth $594K as of Q3 2026.
  • Abel Hall LLC left its Liberty All-Star Equity Fund share count unchanged in Q3 2026.
  • Liberty All-Star Equity Fund made up 0.11% of Abel Hall LLC's portfolio in Q3 2026, its #169 holding.
  • Abel Hall LLC first reported a position in Liberty All-Star Equity Fund in Q2 2025 and has held it in 6 quarters since.
  • Abel Hall LLC's Liberty All-Star Equity Fund position peaked at $701K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.