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Advisory Advocates’s Liberty All-Star Equity Fund USA Stock Holding History

Advisory Advocates’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 		$562K Sell
96,680
-3,848
-4% -$22.2K 0.48% 72
2026
Q1 		$558K Buy
100,528
+3,000
+3% +$17.9K 0.57% 66
2025
Q4 		$612K Buy
+97,528
New +$607K 0.61% 60

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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Advocates's USA Position: Q2 2026 in Review

Advisory Advocates reduced its Liberty All-Star Equity Fund (USA) stake by 3.8% in Q2 2026, selling an estimated $22.2K and leaving 96,680 shares worth $562K. The position accounts for 0.48% of the portfolio, ranked #72.

Advisory Advocates first reported a position in USA in Q4 2025 and has held it in 3 quarters since. The position peaked at $612K in Q4 2025. 211 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Advisory Advocates held 96,680 shares of Liberty All-Star Equity Fund worth $562K as of Q2 2026.
  • Advisory Advocates sold 3,848 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $22.2K.
  • Liberty All-Star Equity Fund made up 0.48% of Advisory Advocates's portfolio in Q2 2026, its #72 holding.
  • Advisory Advocates first reported a position in Liberty All-Star Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Liberty All-Star Equity Fund position peaked at $612K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.