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Community Financial Services Group’s Liberty All-Star Equity Fund USA Stock Holding History

Community Financial Services Group’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 		$88K Hold
15,118
– – 0.01% 181
2026
Q1 		$85.1K Buy
+15,118
New +$90.4K 0.02% 154

Other funds holding USA

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

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

Community Financial Services Group held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 15,118 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #181.

Community Financial Services Group first reported a position in USA in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Community Financial Services Group held 15,118 shares of Liberty All-Star Equity Fund worth $88K as of Q2 2026.
  • Community Financial Services Group left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
  • Liberty All-Star Equity Fund made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #181 holding.
  • Community Financial Services Group first reported a position in Liberty All-Star Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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