Evelyn Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Evelyn Partners’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	$128	Buy	+22	New	+$127	﹤0.01%	542

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evelyn Partners's USA Position: Q2 2026 in Review

Evelyn Partners opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 22 shares worth $128. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

211 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Evelyn Partners held 22 shares of Liberty All-Star Equity Fund worth $128 as of Q2 2026.
Liberty All-Star Equity Fund was a new Evelyn Partners position in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #542 holding.
211 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.