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

Bensler’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 		$67.7K Sell
12,190
-12,594
-51% -$75.3K 0.01% 193
2025
Q4 		$156K Buy
24,784
+9,189
+59% +$57.2K 0.02% 185
2025
Q3 		$98.9K Sell
15,595
-1,691,382
-99% -$11.2M 0.01% 176
2025
Q2 		$11.6M Buy
1,706,977
+20,169
+1% +$131K 1.3% 26
2025
Q1 		$11M Buy
1,686,808
+91,509
+6% +$632K 1.38% 24
2024
Q4 		$11.1M Sell
1,595,299
-23,561
-1% -$169K 1.32% 26
2024
Q3 		$11.5M Buy
1,618,860
+55,047
+4% +$377K 1.45% 23
2024
Q2 		$10.6M Buy
1,563,813
+2,054
+0.1% +$14K 1.43% 23
2024
Q1 		$11.2M Buy
1,561,759
+162,052
+12% +$1.08M 1.62% 20
2023
Q4 		$8.93M Buy
1,399,707
+102,438
+8% +$623K 1.48% 21
2023
Q3 		$7.68M Buy
1,297,269
+65,135
+5% +$414K 1.48% 21
2023
Q2 		$7.97M Buy
1,232,134
+34,426
+3% +$210K 1.51% 18
2023
Q1 		$7.43M Buy
1,197,708
+63,689
+6% +$391K 1.5% 17
2022
Q4 		$6.46M Sell
1,134,019
-10,715
-0.9% -$64K 1.44% 15
2022
Q3 		$6.33M Buy
1,144,734
+52,369
+5% +$338K 1.51% 16
2022
Q2 		$6.86M Buy
1,092,365
+57,687
+6% +$400K 1.63% 15
2022
Q1 		$8.36M Buy
1,034,678
+119,548
+13% +$920K 1.76% 13
2021
Q4 		$7.67M Buy
+915,130
New +$7.73M 2.14% 11

Other funds holding USA

Raymond James Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return