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

Concord Wealth 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 Q4	–	Sell	-707	Closed	-$4.48K	–	894
2025 Q3	$4.48K	Buy	707 +432	+157%	+$2.85K	﹤0.01%	640
2025 Q2	$1.87K	Hold	275	–	–	﹤0.01%	724
2025 Q1	$1.8K	Buy	+275	New	+$1.9K	﹤0.01%	686

Other funds holding USA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Concord Wealth Partners's USA Position: Q4 2025 in Review

Concord Wealth Partners sold out of Liberty All-Star Equity Fund (USA) in Q4 2025, closing a stake of 707 shares — an estimated $4.48K sold.

Concord Wealth Partners first reported a position in USA in Q1 2025 and held it in 3 quarters. The position peaked at $4.48K in Q3 2025. 227 funds tracked by Wall St. Rank hold USA as of Q4 2025.

Concord Wealth Partners reported no remaining Liberty All-Star Equity Fund position as of Q4 2025 after selling out during the quarter.
Concord Wealth Partners sold 707 Liberty All-Star Equity Fund shares in Q4 2025, an estimated $4.48K.
Concord Wealth Partners first reported a position in Liberty All-Star Equity Fund in Q1 2025 and held it in 3 quarters.
Concord Wealth Partners's Liberty All-Star Equity Fund position peaked at $4.48K in Q3 2025.
227 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.