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

Arax Advisory Partners’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	$2.73K	Buy	+469	New	+$2.71K	﹤0.01%	4745
2026 Q1	–	Sell	-469	Closed	-$2.94K	–	4347
2025 Q4	$2.94K	Hold	469	–	–	﹤0.01%	3105
2025 Q3	$2.97K	Buy	+469	New	+$3.1K	﹤0.01%	3015

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

Arax Advisory Partners's USA Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 469 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #4745 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in USA as recently as Q4 2025.

Arax Advisory Partners first reported a position in USA in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.97K in Q3 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Arax Advisory Partners held 469 shares of Liberty All-Star Equity Fund worth $2.73K as of Q2 2026.
Liberty All-Star Equity Fund was a new Arax Advisory Partners position in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4745 holding.
Arax Advisory Partners first reported a position in Liberty All-Star Equity Fund in Q3 2025 and has held it in 3 quarters since.
Arax Advisory Partners's Liberty All-Star Equity Fund position peaked at $2.97K in Q3 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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