First United Bank & Trust’s Liberty All-Star Equity Fund USA Stock Holding History

First United Bank & Trust’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	$3.64K	Hold	627	–	–	﹤0.01%	391
2026 Q1	$3.48K	Hold	627	–	–	﹤0.01%	365
2025 Q4	$3.94K	Hold	627	–	–	﹤0.01%	356
2025 Q3	$3.98K	Hold	627	–	–	﹤0.01%	382
2025 Q2	$4.27K	Hold	627	–	–	﹤0.01%	344
2025 Q1	$4.11K	Hold	627	–	–	﹤0.01%	355
2024 Q4	$4.36K	Hold	627	–	–	﹤0.01%	349
2024 Q3	$4.45K	Hold	627	–	–	﹤0.01%	350
2024 Q2	$4.26K	Hold	627	–	–	﹤0.01%	367
2024 Q1	$4.48K	Buy	627 +14	+2%	+$94	﹤0.01%	380
2023 Q4	$3.91K	Buy	+613	New	+$3.73K	﹤0.01%	401

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

First United Bank & Trust's USA Position: Q2 2026 in Review

First United Bank & Trust held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 627 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

First United Bank & Trust first reported a position in USA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.48K in Q1 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

First United Bank & Trust held 627 shares of Liberty All-Star Equity Fund worth $3.64K as of Q2 2026.
First United Bank & Trust left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #391 holding.
First United Bank & Trust first reported a position in Liberty All-Star Equity Fund in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's Liberty All-Star Equity Fund position peaked at $4.48K in Q1 2024.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.