Clear Creek Financial Management’s Liberty All-Star Equity Fund USA Stock Holding History

Clear Creek Financial Management’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	$542K	Sell	93,252 -6,555	-7%	-$37.8K	0.03%	392
2026 Q1	$554K	Hold	99,807	–	–	0.04%	371
2025 Q4	$627K	Sell	99,807 -5,050	-5%	-$31.4K	0.05%	322
2025 Q3	$665K	Hold	104,857	–	–	0.06%	310
2025 Q2	$714K	Hold	104,857	–	–	0.07%	288
2025 Q1	$687K	Hold	104,857	–	–	0.07%	258
2024 Q4	$729K	Sell	104,857 -1,950	-2%	-$14K	0.08%	233
2024 Q3	$758K	Sell	106,807 -13,405	-11%	-$91.9K	0.09%	205
2024 Q2	$817K	Sell	120,212 -3,275	-3%	-$22.3K	0.1%	184
2024 Q1	$883K	Hold	123,487	–	–	0.11%	167
2023 Q4	$788K	Sell	123,487 -2,050	-2%	-$12.5K	0.13%	143
2023 Q3	$743K	Hold	125,537	–	–	0.13%	130
2023 Q2	$812K	Sell	125,537 -3,484	-3%	-$21.3K	0.14%	118
2023 Q1	$800K	Buy	+129,021	New	+$792K	0.15%	119

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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

Clear Creek Financial Management's USA Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Liberty All-Star Equity Fund (USA) stake by 6.6% in Q2 2026, selling an estimated $37.8K and leaving 93,252 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #392.

Clear Creek Financial Management first reported a position in USA in Q1 2023 and has held it in 14 quarters since. The position peaked at $883K in Q1 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Clear Creek Financial Management held 93,252 shares of Liberty All-Star Equity Fund worth $542K as of Q2 2026.
Clear Creek Financial Management sold 6,555 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $37.8K.
Liberty All-Star Equity Fund made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #392 holding.
Clear Creek Financial Management first reported a position in Liberty All-Star Equity Fund in Q1 2023 and has held it in 14 quarters since.
Clear Creek Financial Management's Liberty All-Star Equity Fund position peaked at $883K in Q1 2024.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.