CFSG
ASG

Community Financial Services Group’s Liberty All-Star Growth Fund ASG Stock Holding History

Community Financial Services Group’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.8K Hold
4,165
– – ﹤0.01% 301
2026
Q1 		$20.1K Buy
+4,165
New +$21.4K ﹤0.01% 260

Other funds holding ASG

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Community Financial Services Group's ASG Position: Q2 2026 in Review

Community Financial Services Group held its Liberty All-Star Growth Fund (ASG) position steady in Q2 2026 at 4,165 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Community Financial Services Group first reported a position in ASG in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • Community Financial Services Group held 4,165 shares of Liberty All-Star Growth Fund worth $22.8K as of Q2 2026.
  • Community Financial Services Group left its Liberty All-Star Growth Fund share count unchanged in Q2 2026.
  • Liberty All-Star Growth Fund made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #301 holding.
  • Community Financial Services Group first reported a position in Liberty All-Star Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.