Crews Bank & Trust’s Liberty All-Star Equity Fund USA Stock Holding History

Crews Bank & Trust’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	$41.5K	Hold	7,142	–	–	0.01%	401
2026 Q1	$39.6K	Hold	7,142	–	–	0.01%	400
2025 Q4	$44.9K	Hold	7,142	–	–	0.01%	376
2025 Q3	$45.3K	Hold	7,142	–	–	0.01%	374
2025 Q2	$48.6K	Hold	7,142	–	–	0.01%	357
2025 Q1	$46.8K	Hold	7,142	–	–	0.01%	351
2024 Q4	$49.6K	Buy	+7,142	New	+$51.3K	0.01%	348

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

Crews Bank & Trust's USA Position: Q2 2026 in Review

Crews Bank & Trust held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 7,142 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #401.

Crews Bank & Trust first reported a position in USA in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.6K in Q4 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Crews Bank & Trust held 7,142 shares of Liberty All-Star Equity Fund worth $41.5K as of Q2 2026.
Crews Bank & Trust left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
Liberty All-Star Equity Fund made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #401 holding.
Crews Bank & Trust first reported a position in Liberty All-Star Equity Fund in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Liberty All-Star Equity Fund position peaked at $49.6K in Q4 2024.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.