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 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

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

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

Farther Finance Advisors reduced its Liberty All-Star Equity Fund (USA) stake by 47% in Q2 2026, selling an estimated $56.3K and leaving 10,802 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Farther Finance Advisors first reported a position in USA in Q2 2024 and has held it in 9 quarters since. The position peaked at $139K in Q3 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Farther Finance Advisors held 10,802 shares of Liberty All-Star Equity Fund worth $62.8K as of Q2 2026.
Farther Finance Advisors sold 9,765 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $56.3K.
Liberty All-Star Equity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3072 holding.
Farther Finance Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Liberty All-Star Equity Fund position peaked at $139K in Q3 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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