Accredited Investor Services’s Liberty All-Star Equity Fund USA Stock Holding History

Accredited Investor Services’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 Q1	$62.2K	Buy	+11,214	New	+$67K	0.04%	75

Other funds holding USA

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Accredited Investor Services's USA Position: Q1 2026 in Review

Accredited Investor Services opened a new position in Liberty All-Star Equity Fund (USA) in Q1 2026: 11,214 shares worth $62.2K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings.

220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

Accredited Investor Services held 11,214 shares of Liberty All-Star Equity Fund worth $62.2K as of Q1 2026.
Liberty All-Star Equity Fund was a new Accredited Investor Services position in Q1 2026.
Liberty All-Star Equity Fund made up 0.04% of Accredited Investor Services's portfolio in Q1 2026, its #75 holding.
220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.