AmeriFlex Group’s Liberty All-Star Equity Fund USA Stock Holding History

AmeriFlex Group’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	$93.5K	Buy	16,085 +408	+3%	+$2.35K	0.04%	347
2026 Q1	$87K	Buy	15,677 +858	+6%	+$5.13K	0.04%	309
2025 Q4	$93.1K	Sell	14,819 -11,501	-44%	-$71.6K	0.05%	293
2025 Q3	$167K	Buy	+26,320	New	+$174K	0.06%	242
2025 Q2	–	Sell	-12,428	Closed	-$81.4K	–	1282
2025 Q1	$81.4K	Buy	12,428 +294	+2%	+$2.03K	0.03%	372
2024 Q4	$86.4K	Buy	+12,134	New	+$87.2K	0.04%	330

Other funds holding USA

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

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 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 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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AmeriFlex Group's USA Position: Q2 2026 in Review

AmeriFlex Group increased its Liberty All-Star Equity Fund (USA) stake by 2.6% in Q2 2026, buying an estimated $2.35K and bringing the position to 16,085 shares worth $93.5K. The position accounts for 0.04% of the portfolio, ranked #347.

AmeriFlex Group first reported a position in USA in Q4 2024 and has held it in 6 quarters since. The position peaked at $167K in Q3 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

AmeriFlex Group held 16,085 shares of Liberty All-Star Equity Fund worth $93.5K as of Q2 2026.
AmeriFlex Group bought 408 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $2.35K.
Liberty All-Star Equity Fund made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #347 holding.
AmeriFlex Group first reported a position in Liberty All-Star Equity Fund in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Liberty All-Star Equity Fund position peaked at $167K in Q3 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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