EP Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

EP Wealth Advisors’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	$126K	Buy	+21,735	New	+$125K	﹤0.01%	1623
2025 Q1	–	Sell	-22,341	Closed	-$155K	–	1370
2024 Q4	$155K	Buy	+22,341	New	+$161K	﹤0.01%	1142

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

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

EP Wealth Advisors opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 21,735 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in USA as recently as Q4 2024.

EP Wealth Advisors first reported a position in USA in Q4 2024 and has held it in 2 quarters since. The position peaked at $155K in Q4 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

EP Wealth Advisors held 21,735 shares of Liberty All-Star Equity Fund worth $126K as of Q2 2026.
Liberty All-Star Equity Fund was a new EP Wealth Advisors position in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1623 holding.
EP Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2024 and has held it in 2 quarters since.
EP Wealth Advisors's Liberty All-Star Equity Fund position peaked at $155K in Q4 2024.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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