FFA
ASG

Farther Finance Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

Farther Finance 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 		$26.8K Sell
4,901
-7,535
-61% -$39.3K ﹤0.01% 3756
2026
Q1 		$59.9K Hold
12,436
– – ﹤0.01% 2863
2025
Q4 		$65.9K Buy
12,436
+8,835
+245% +$47.8K ﹤0.01% 2629
2025
Q3 		$20K Hold
3,601
– – ﹤0.01% 3041
2025
Q2 		$19.7K Hold
3,601
– – ﹤0.01% 2678
2025
Q1 		$17.8K Buy
+3,601
New +$19.5K ﹤0.01% 2447

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

Farther Finance Advisors's ASG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Liberty All-Star Growth Fund (ASG) stake by 61% in Q2 2026, selling an estimated $39.3K and leaving 4,901 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3756.

Farther Finance Advisors first reported a position in ASG in Q1 2025 and has held it in 6 quarters since. The position peaked at $65.9K in Q4 2025. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • Farther Finance Advisors held 4,901 shares of Liberty All-Star Growth Fund worth $26.8K as of Q2 2026.
  • Farther Finance Advisors sold 7,535 Liberty All-Star Growth Fund shares in Q2 2026, an estimated $39.3K.
  • Liberty All-Star Growth Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3756 holding.
  • Farther Finance Advisors first reported a position in Liberty All-Star Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Liberty All-Star Growth Fund position peaked at $65.9K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.