FTWA
USA icon

Fifth Third Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Fifth Third Wealth 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 		$60.6K Hold
10,425
– – ﹤0.01% 983
2026
Q1 		$57.9K Hold
10,425
– – ﹤0.01% 808
2025
Q4 		$65.5K Buy
+10,425
New +$64.9K ﹤0.01% 783

Other funds holding USA

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Fifth Third Wealth Advisors's USA Position: Q2 2026 in Review

Fifth Third Wealth Advisors held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 10,425 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Fifth Third Wealth Advisors first reported a position in USA in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.5K in Q4 2025. 62 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Fifth Third Wealth Advisors held 10,425 shares of Liberty All-Star Equity Fund worth $60.6K as of Q2 2026.
  • Fifth Third Wealth Advisors left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #983 holding.
  • Fifth Third Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • Fifth Third Wealth Advisors's Liberty All-Star Equity Fund position peaked at $65.5K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.