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

Boaz Weinstein’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	$22.4M	Buy	+3,859,939	New	+$22.3M	0.58%	37
2019 Q1	–	Sell	-25,821	Closed	-$139K	–	156
2018 Q4	$139K	Hold	25,821	–	–	0.01%	160
2018 Q3	$176K	Hold	25,821	–	–	0.01%	99
2018 Q2	$165K	Hold	25,821	–	–	0.01%	85
2018 Q1	$158K	Sell	25,821 -1,569,281	-98%	-$9.97M	0.01%	126
2017 Q4	$10M	Sell	1,595,102 -458,757	-22%	-$2.81M	0.79%	33
2017 Q3	$12.4M	Sell	2,053,859 -375,625	-15%	-$2.16M	1.26%	27
2017 Q2	$13.8M	Buy	2,429,484 +238,675	+11%	+$1.33M	1.25%	23
2017 Q1	$12M	Buy	2,190,809 +52,000	+2%	+$282K	1.07%	24
2016 Q4	$11M	Buy	2,138,809 +883,022	+70%	+$4.48M	1.12%	28
2016 Q3	$6.5M	Buy	+1,255,787	New	+$6.47M	0.64%	40

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Boaz Weinstein's USA Position: Q2 2026 in Review

Boaz Weinstein opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 3,859,939 shares worth $22.4M. The stake represents 0.58% of the portfolio and ranks #37 among its holdings. This is a return to the name: Boaz Weinstein previously reported a position in USA as recently as Q4 2018.

Boaz Weinstein first reported a position in USA in Q3 2016 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Boaz Weinstein held 3,859,939 shares of Liberty All-Star Equity Fund worth $22.4M as of Q2 2026.
Liberty All-Star Equity Fund was a new Boaz Weinstein position in Q2 2026.
Liberty All-Star Equity Fund made up 0.58% of Boaz Weinstein's portfolio in Q2 2026, its #37 holding.
Boaz Weinstein first reported a position in Liberty All-Star Equity Fund in Q3 2016 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.