Golden State Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Golden State Wealth Management’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	$94K	Buy	16,174 +412	+3%	+$2.38K	0.01%	592
2026 Q1	$87.5K	Buy	15,762 +867	+6%	+$5.18K	0.01%	552
2025 Q4	$93.5K	Hold	14,895	–	–	0.01%	538
2025 Q3	$94.4K	Buy	14,895 +395	+3%	+$2.61K	0.01%	519
2025 Q2	$98.7K	Buy	14,500 +316	+2%	+$2.06K	0.01%	486
2025 Q1	$92.9K	Buy	14,184 +677	+5%	+$4.68K	0.01%	461
2024 Q4	$93.9K	Buy	+13,507	New	+$97.1K	0.01%	443
2022 Q1	$85K	Buy	+10,497	New	+$80.8K	0.02%	303
2020 Q4	–	Sell	-9,016	Closed	-$54K	–	416
2020 Q3	$54K	Buy	+9,016	New	+$53.9K	0.02%	323
2020 Q2	–	Sell	-8,560	Closed	-$41K	–	899
2020 Q1	$41K	Buy	+8,560	New	+$52.9K	0.02%	391
2019 Q4	–	Sell	-89,560	Closed	-$573K	–	887
2019 Q3	$573K	Sell	89,560 -84,043	-48%	-$531K	0.19%	95
2019 Q2	$1.11M	Sell	173,603 -5,522	-3%	-$34.5K	0.35%	58
2019 Q1	$1.09M	Buy	+179,125	New	+$1.06M	0.37%	56

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

Golden State Wealth Management's USA Position: Q2 2026 in Review

Golden State Wealth Management increased its Liberty All-Star Equity Fund (USA) stake by 2.6% in Q2 2026, buying an estimated $2.38K and bringing the position to 16,174 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #592.

Golden State Wealth Management first reported a position in USA in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.11M in Q2 2019. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Golden State Wealth Management held 16,174 shares of Liberty All-Star Equity Fund worth $94K as of Q2 2026.
Golden State Wealth Management bought 412 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $2.38K.
Liberty All-Star Equity Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #592 holding.
Golden State Wealth Management first reported a position in Liberty All-Star Equity Fund in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Liberty All-Star Equity Fund position peaked at $1.11M in Q2 2019.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.