Benjamin Edwards Inc’s Liberty All-Star Equity Fund USA Stock Holding History

Benjamin Edwards Inc’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	$244K	Buy	42,075 +35	+0.1%	+$202	﹤0.01%	1316
2026 Q1	$233K	Buy	42,040 +525	+1%	+$3.14K	﹤0.01%	1262
2025 Q4	$261K	Sell	41,515 -1,758	-4%	-$10.9K	﹤0.01%	1171
2025 Q3	$274K	Buy	43,273 +277	+0.6%	+$1.83K	﹤0.01%	1134
2025 Q2	$293K	Buy	42,996 +221	+0.5%	+$1.44K	﹤0.01%	1000
2025 Q1	$280K	Buy	42,775 +472	+1%	+$3.26K	﹤0.01%	952
2024 Q4	$294K	Hold	42,303	–	–	﹤0.01%	978
2024 Q3	$300K	Buy	+42,303	New	+$290K	﹤0.01%	948

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

Benjamin Edwards Inc's USA Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Liberty All-Star Equity Fund (USA) stake by 0.08% in Q2 2026, buying an estimated $202 and bringing the position to 42,075 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Benjamin Edwards Inc first reported a position in USA in Q3 2024 and has held it in 8 quarters since. The position peaked at $300K in Q3 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Benjamin Edwards Inc held 42,075 shares of Liberty All-Star Equity Fund worth $244K as of Q2 2026.
Benjamin Edwards Inc bought 35 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $202.
Liberty All-Star Equity Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1316 holding.
Benjamin Edwards Inc first reported a position in Liberty All-Star Equity Fund in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Liberty All-Star Equity Fund position peaked at $300K in Q3 2024.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.