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 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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return