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

Cerity Partners’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 Q2	–	Sell	-10,733	Closed	-$70.3K	–	2763
2025 Q1	$70.3K	Buy	10,733 +366	+4%	+$2.53K	﹤0.01%	2366
2024 Q4	$72.1K	Buy	+10,367	New	+$74.5K	﹤0.01%	2363
2022 Q1	–	Sell	-16,719	Closed	-$140K	–	1115
2021 Q4	$140K	Buy	+16,719	New	+$141K	﹤0.01%	961

Other funds holding USA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Cerity Partners's USA Position: Q2 2025 in Review

Cerity Partners sold out of Liberty All-Star Equity Fund (USA) in Q2 2025, closing a stake of 10,733 shares — an estimated $70.3K sold.

Cerity Partners first reported a position in USA in Q4 2021 and held it in 3 quarters. The position peaked at $140K in Q4 2021. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

Cerity Partners reported no remaining Liberty All-Star Equity Fund position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 10,733 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $70.3K.
Cerity Partners first reported a position in Liberty All-Star Equity Fund in Q4 2021 and held it in 3 quarters.
Cerity Partners's Liberty All-Star Equity Fund position peaked at $140K in Q4 2021.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.