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Financial Consulate’s Liberty All-Star Equity Fund USA Stock Holding History

Financial Consulate’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 		$2.9K Hold
500
– – ﹤0.01% 956
2026
Q1 		$2.77K Hold
500
– – ﹤0.01% 908
2025
Q4 		$3.14K Buy
+500
New +$3.11K ﹤0.01% 819

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
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
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
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Consulate's USA Position: Q2 2026 in Review

Financial Consulate held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 500 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Financial Consulate first reported a position in USA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.14K in Q4 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Financial Consulate held 500 shares of Liberty All-Star Equity Fund worth $2.9K as of Q2 2026.
  • Financial Consulate left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #956 holding.
  • Financial Consulate first reported a position in Liberty All-Star Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Liberty All-Star Equity Fund position peaked at $3.14K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.