FP
ASG

Financial Perspectives’s Liberty All-Star Growth Fund ASG Stock Holding History

Financial Perspectives’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.9K Hold
8,945
– – 0.01% 337
2026
Q1 		$42.5K Hold
8,945
– – 0.01% 335
2025
Q4 		$47.4K Hold
8,945
– – 0.01% 319
2025
Q3 		$49.6K Hold
8,945
– – 0.01% 317
2025
Q2 		$48.9K Hold
8,945
– – 0.01% 313
2025
Q1 		$43.7K Hold
8,945
– – 0.02% 313
2024
Q4 		$50.5K Hold
8,945
– – 0.02% 299
2024
Q3 		$50.2K Hold
8,945
– – 0.02% 286
2024
Q2 		$47.8K Hold
8,945
– – 0.02% 280
2024
Q1 		$49.1K Hold
8,945
– – 0.02% 278
2023
Q4 		$47.2K Hold
8,945
– – 0.02% 276
2023
Q3 		$44.2K Hold
8,945
– – 0.02% 273
2023
Q2 		$48.4K Hold
8,945
– – 0.02% 267
2023
Q1 		$47.2K Hold
8,945
– – 0.02% 264
2022
Q4 		$44.1K Hold
8,945
– – 0.02% 263
2022
Q3 		$44.3K Hold
8,945
– – 0.02% 246
2022
Q2 		$52.1K Hold
8,945
– – 0.03% 233
2022
Q1 		$67.4K Hold
8,945
– – 0.03% 225
2021
Q4 		$80.5K Hold
8,945
– – 0.04% 197
2021
Q3 		$77.2K Hold
8,945
– – 0.04% 191
2021
Q2 		$79.5K Hold
8,945
– – 0.04% 213
2021
Q1 		$77K Hold
8,945
– – 0.04% 202
2020
Q4 		$73.3K Hold
8,945
– – 0.04% 189
2020
Q3 		$63.6K Hold
8,945
– – 0.04% 181
2020
Q2 		$56.3K Hold
8,945
– – 0.04% 178
2020
Q1 		$41.6K Hold
8,945
– – 0.03% 179
2019
Q4 		$58.1K Buy
+8,945
New +$54.8K 0.04% 165

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Perspectives's ASG Position: Q2 2026 in Review

Financial Perspectives held its Liberty All-Star Growth Fund (ASG) position steady in Q2 2026 at 8,945 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #337.

Financial Perspectives first reported a position in ASG in Q4 2019 and has held it in 27 quarters since. The position peaked at $80.5K in Q4 2021. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • Financial Perspectives held 8,945 shares of Liberty All-Star Growth Fund worth $48.9K as of Q2 2026.
  • Financial Perspectives left its Liberty All-Star Growth Fund share count unchanged in Q2 2026.
  • Liberty All-Star Growth Fund made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #337 holding.
  • Financial Perspectives first reported a position in Liberty All-Star Growth Fund in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Liberty All-Star Growth Fund position peaked at $80.5K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.