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Blue Trust Inc’s Liberty All-Star Equity Fund USA Stock Holding History

Blue Trust 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
2025
Q4 		– Sell
-3,033
Closed -$19.2K – 2733
2025
Q3 		$19.2K Sell
3,033
-1,310
-30% -$8.65K ﹤0.01% 1676
2025
Q2 		$29.6K Buy
+4,343
New +$28.3K ﹤0.01% 1583

Other funds holding USA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Blue Trust Inc's USA Position: Q4 2025 in Review

Blue Trust Inc sold out of Liberty All-Star Equity Fund (USA) in Q4 2025, closing a stake of 3,033 shares — an estimated $19.2K sold.

Blue Trust Inc first reported a position in USA in Q2 2025 and held it in 2 quarters. The position peaked at $29.6K in Q2 2025. 227 funds tracked by Wall St. Rank hold USA as of Q4 2025.

  • Blue Trust Inc reported no remaining Liberty All-Star Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 3,033 Liberty All-Star Equity Fund shares in Q4 2025, an estimated $19.2K.
  • Blue Trust Inc first reported a position in Liberty All-Star Equity Fund in Q2 2025 and held it in 2 quarters.
  • Blue Trust Inc's Liberty All-Star Equity Fund position peaked at $29.6K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.