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Farther Finance Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Farther Finance 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
Q3 		$52.3K Sell
9,073
-1,729
-16% -$10.2K ﹤0.01% 3387
2026
Q2 		$62.8K Sell
10,802
-9,765
-47% -$56.3K ﹤0.01% 3072
2026
Q1 		$116K Buy
20,567
+466
+2% +$2.79K ﹤0.01% 2407
2025
Q4 		$126K Sell
20,101
-1,854
-8% -$11.5K ﹤0.01% 2204
2025
Q3 		$139K Buy
21,955
+7,686
+54% +$50.8K ﹤0.01% 1836
2025
Q2 		$97.2K Buy
14,269
+1,812
+15% +$11.8K ﹤0.01% 1778
2025
Q1 		$82.2K Buy
12,457
+11,290
+967% +$78K ﹤0.01% 1640
2024
Q4 		$8.11K Hold
1,167
– – ﹤0.01% 2461
2024
Q3 		$8.29K Hold
1,167
– – ﹤0.01% 2436
2024
Q2 		$7.94K Buy
+1,167
New +$7.94K ﹤0.01% 2166
2023
Q4 		– Hold
0
– – – 3550
2023
Q3 		– Hold
0
– – – 2613
2023
Q2 		– Hold
0
– – – 2494
2023
Q1 		– Hold
0
– – – 2348

Other funds holding USA

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

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

Farther Finance Advisors reduced its Liberty All-Star Equity Fund (USA) stake by 16% in Q3 2026, selling an estimated $10.2K and leaving 9,073 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3387.

Farther Finance Advisors first reported a position in USA in Q2 2024 and has held it in 10 quarters since. The position peaked at $139K in Q3 2025. 15 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • Farther Finance Advisors held 9,073 shares of Liberty All-Star Equity Fund worth $52.3K as of Q3 2026.
  • Farther Finance Advisors sold 1,729 Liberty All-Star Equity Fund shares in Q3 2026, an estimated $10.2K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3387 holding.
  • Farther Finance Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's Liberty All-Star Equity Fund position peaked at $139K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

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