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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
Q2 		$64K Sell
11,019
-1,171
-10% -$6.76K 0.01% 197
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

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
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
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

Bensler's USA Position: Q2 2026 in Review

Bensler reduced its Liberty All-Star Equity Fund (USA) stake by 9.6% in Q2 2026, selling an estimated $6.76K and leaving 11,019 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #197.

Bensler first reported a position in USA in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q2 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Bensler held 11,019 shares of Liberty All-Star Equity Fund worth $64K as of Q2 2026.
  • Bensler sold 1,171 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $6.76K.
  • Liberty All-Star Equity Fund made up 0.01% of Bensler's portfolio in Q2 2026, its #197 holding.
  • Bensler first reported a position in Liberty All-Star Equity Fund in Q4 2021 and has held it in 19 quarters since.
  • Bensler's Liberty All-Star Equity Fund position peaked at $11.6M in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.