EWA
ASG

EP Wealth Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

EP Wealth Advisors’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$660K Buy
+120,743
New +$631K ﹤0.01% 906

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EP Wealth Advisors's ASG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Liberty All-Star Growth Fund (ASG) in Q2 2026: 120,743 shares worth $660K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • EP Wealth Advisors held 120,743 shares of Liberty All-Star Growth Fund worth $660K as of Q2 2026.
  • Liberty All-Star Growth Fund was a new EP Wealth Advisors position in Q2 2026.
  • Liberty All-Star Growth Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #906 holding.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.