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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
Q3 		$24.8K Hold
4,901
– – ﹤0.01% 3976
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

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's ASG Position: Q3 2026 in Review

Farther Finance Advisors held its Liberty All-Star Growth Fund (ASG) position steady in Q3 2026 at 4,901 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3976.

Farther Finance Advisors first reported a position in ASG in Q1 2025 and has held it in 7 quarters since. The position peaked at $65.9K in Q4 2025. 7 funds tracked by Wall St. Rank hold ASG as of Q3 2026.

  • Farther Finance Advisors held 4,901 shares of Liberty All-Star Growth Fund worth $24.8K as of Q3 2026.
  • Farther Finance Advisors left its Liberty All-Star Growth Fund share count unchanged in Q3 2026.
  • Liberty All-Star Growth Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3976 holding.
  • Farther Finance Advisors first reported a position in Liberty All-Star Growth Fund in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's Liberty All-Star Growth Fund position peaked at $65.9K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.