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

First Pacific Financial’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
Q3 		$8.58K Hold
1,487
– – ﹤0.01% 439
2026
Q2 		$8.64K Buy
+1,487
New +$8.58K ﹤0.01% 426

Other funds holding USA

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

First Pacific Financial's USA Position: Q3 2026 in Review

First Pacific Financial held its Liberty All-Star Equity Fund (USA) position steady in Q3 2026 at 1,487 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

First Pacific Financial first reported a position in USA in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.64K in Q2 2026. 27 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • First Pacific Financial held 1,487 shares of Liberty All-Star Equity Fund worth $8.58K as of Q3 2026.
  • First Pacific Financial left its Liberty All-Star Equity Fund share count unchanged in Q3 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #439 holding.
  • First Pacific Financial first reported a position in Liberty All-Star Equity Fund in Q2 2026 and has held it in 2 quarters since.
  • First Pacific Financial's Liberty All-Star Equity Fund position peaked at $8.64K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.