FNY Investment Advisers’s Liberty All-Star Equity Fund USA Stock Holding History

FNY Investment Advisers’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	–	Sell	-1,000	Closed	-$6K	–	1196
2025 Q4	$6K	Buy	+1,000	New	+$6.23K	﹤0.01%	716
2025 Q1	–	Sell	-1,000	Closed	-$6K	–	1055
2024 Q4	$6K	Buy	+1,000	New	+$7.19K	﹤0.01%	532
2024 Q1	–	Sell	-1,000	Closed	-$6K	–	899
2023 Q4	$6K	Buy	+1,000	New	+$6.08K	0.01%	345
2023 Q1	–	Sell	-1,000	Closed	-$5K	–	806
2022 Q4	$5K	Buy	+1,000	New	+$5.98K	0.01%	364
2020 Q1	–	Sell	-455	Closed	-$3K	–	854
2019 Q4	$3K	Buy	+455	New	+$2.97K	﹤0.01%	723

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