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Fiduciary Alliance’s Liberty All-Star Equity Fund USA Stock Holding History

Fiduciary Alliance’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 		$63.3K Hold
10,897
– – ﹤0.01% 532
2026
Q1 		$64.4K Hold
10,897
– – ﹤0.01% 543
2025
Q4 		$68.4K Hold
10,897
– – ﹤0.01% 501
2025
Q3 		$69.1K Sell
10,897
-2,042
-16% -$13.5K ﹤0.01% 493
2025
Q2 		$88.1K Sell
12,939
-2,264
-15% -$14.7K 0.01% 475
2025
Q1 		$99.6K Buy
+15,203
New +$105K 0.01% 378

Other funds holding USA

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM

Fiduciary Alliance's USA Position: Q2 2026 in Review

Fiduciary Alliance held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 10,897 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Fiduciary Alliance first reported a position in USA in Q1 2025 and has held it in 6 quarters since. The position peaked at $99.6K in Q1 2025. 38 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Fiduciary Alliance held 10,897 shares of Liberty All-Star Equity Fund worth $63.3K as of Q2 2026.
  • Fiduciary Alliance left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #532 holding.
  • Fiduciary Alliance first reported a position in Liberty All-Star Equity Fund in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Alliance's Liberty All-Star Equity Fund position peaked at $99.6K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.