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
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

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

David J. Yvars Group's USA Position: Q4 2025 in Review

David J. Yvars Group sold out of Liberty All-Star Equity Fund (USA) in Q4 2025, closing a stake of 32,874 shares — an estimated $208K sold.

David J. Yvars Group first reported a position in USA in Q4 2022 and held it in 12 quarters. The position peaked at $208K in Q3 2025. 227 funds tracked by Wall St. Rank hold USA as of Q4 2025.

  • David J. Yvars Group reported no remaining Liberty All-Star Equity Fund position as of Q4 2025 after selling out during the quarter.
  • David J. Yvars Group sold 32,874 Liberty All-Star Equity Fund shares in Q4 2025, an estimated $208K.
  • David J. Yvars Group first reported a position in Liberty All-Star Equity Fund in Q4 2022 and held it in 12 quarters.
  • David J. Yvars Group's Liberty All-Star Equity Fund position peaked at $208K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2025.

Based on David J. Yvars Group's 13F filing for Q4 2025, filed 12 Jan 2026.