DJYG
USA icon

David J. Yvars Group’s Liberty All-Star Equity Fund USA Stock Holding History

David J. Yvars 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
Q3 		$192K Buy
+33,247
New +$196K 0.09% 98
2025
Q4 		– Sell
-32,874
Closed -$208K – 102
2025
Q3 		$208K Buy
32,874
+5,695
+21% +$37.6K 0.11% 87
2025
Q2 		$185K Buy
27,179
+4,640
+21% +$30.2K 0.11% 79
2025
Q1 		$148K Hold
22,539
– – 0.12% 65
2024
Q4 		$157K Hold
22,539
– – 0.1% 75
2024
Q3 		$160K Buy
22,539
+1,060
+5% +$7.27K 0.1% 76
2024
Q2 		$146K Sell
21,479
-7,240
-25% -$49.2K 0.09% 72
2024
Q1 		$205K Buy
28,719
+672
+2% +$4.49K 0.14% 68
2023
Q4 		$179K Sell
28,047
-3,400
-11% -$20.7K 0.14% 68
2023
Q3 		$186K Buy
31,447
+787
+3% +$5K 0.16% 70
2023
Q2 		$198K Hold
30,660
– – 0.16% 73
2023
Q1 		$190K Buy
30,660
+18,205
+146% +$112K 0.17% 71
2022
Q4 		$71K Buy
+12,455
New +$74.4K 0.09% 66

Other funds holding USA

DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

David J. Yvars Group's USA Position: Q3 2026 in Review

David J. Yvars Group opened a new position in Liberty All-Star Equity Fund (USA) in Q3 2026: 33,247 shares worth $192K. The stake represents 0.09% of the portfolio and ranks #98 among its holdings. This is a return to the name: David J. Yvars Group previously reported a position in USA as recently as Q3 2025.

David J. Yvars Group first reported a position in USA in Q4 2022 and has held it in 13 quarters since. The position peaked at $208K in Q3 2025. 9 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • David J. Yvars Group held 33,247 shares of Liberty All-Star Equity Fund worth $192K as of Q3 2026.
  • Liberty All-Star Equity Fund was a new David J. Yvars Group position in Q3 2026.
  • Liberty All-Star Equity Fund made up 0.09% of David J. Yvars Group's portfolio in Q3 2026, its #98 holding.
  • David J. Yvars Group first reported a position in Liberty All-Star Equity Fund in Q4 2022 and has held it in 13 quarters since.
  • David J. Yvars Group's Liberty All-Star Equity Fund position peaked at $208K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.