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Decision Investments’s Liberty All-Star Equity Fund USA Stock Holding History

Decision Investments’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 		$223K Hold
38,570
– – 0.2% 97
2026
Q2 		$224K Buy
38,570
+26,680
+224% +$154K 0.2% 99
2026
Q1 		$66K Buy
11,890
+50
+0.4% +$299 0.08% 139
2025
Q4 		$74.4K Buy
+11,840
New +$73.7K 0.08% 133

Other funds holding USA

DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 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

Decision Investments's USA Position: Q3 2026 in Review

Decision Investments held its Liberty All-Star Equity Fund (USA) position steady in Q3 2026 at 38,570 shares worth $223K. The position accounts for 0.2% of the portfolio, ranked #97.

Decision Investments first reported a position in USA in Q4 2025 and has held it in 4 quarters since. The position peaked at $224K in Q2 2026. 9 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • Decision Investments held 38,570 shares of Liberty All-Star Equity Fund worth $223K as of Q3 2026.
  • Decision Investments left its Liberty All-Star Equity Fund share count unchanged in Q3 2026.
  • Liberty All-Star Equity Fund made up 0.2% of Decision Investments's portfolio in Q3 2026, its #97 holding.
  • Decision Investments first reported a position in Liberty All-Star Equity Fund in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's Liberty All-Star Equity Fund position peaked at $224K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.