Focus Partners Wealth’s Liberty All-Star Equity Fund USA Stock Holding History

Focus Partners Wealth’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	$160K	Buy	27,485 +25	+0.1%	+$144	﹤0.01%	2553
2026 Q1	$152K	Hold	27,460	–	–	﹤0.01%	2463
2025 Q4	$173K	Buy	+27,460	New	+$171K	﹤0.01%	2467

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

Focus Partners Wealth's USA Position: Q2 2026 in Review

Focus Partners Wealth increased its Liberty All-Star Equity Fund (USA) stake by 0.09% in Q2 2026, buying an estimated $144 and bringing the position to 27,485 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

Focus Partners Wealth first reported a position in USA in Q4 2025 and has held it in 3 quarters since. The position peaked at $173K in Q4 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Focus Partners Wealth held 27,485 shares of Liberty All-Star Equity Fund worth $160K as of Q2 2026.
Focus Partners Wealth bought 25 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $144.
Liberty All-Star Equity Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2553 holding.
Focus Partners Wealth first reported a position in Liberty All-Star Equity Fund in Q4 2025 and has held it in 3 quarters since.
Focus Partners Wealth's Liberty All-Star Equity Fund position peaked at $173K in Q4 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.