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HBK Sorce Advisory’s Liberty All-Star Equity Fund USA Stock Holding History

HBK Sorce Advisory’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
-11,000
Closed -$66.5K – 700
2025
Q4 		$66.5K Hold
11,000
– – ﹤0.01% 611
2025
Q3 		$69.4K Buy
11,000
+150
+1% +$991 ﹤0.01% 600
2025
Q2 		$73.9K Buy
+10,850
New +$70.6K ﹤0.01% 572

Other funds holding USA

Raymond James Financial
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HBK Sorce Advisory's USA Position: Q1 2026 in Review

HBK Sorce Advisory sold out of Liberty All-Star Equity Fund (USA) in Q1 2026, closing a stake of 11,000 shares — an estimated $66.5K sold.

HBK Sorce Advisory first reported a position in USA in Q2 2025 and held it in 3 quarters. The position peaked at $73.9K in Q2 2025. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • HBK Sorce Advisory reported no remaining Liberty All-Star Equity Fund position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 11,000 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $66.5K.
  • HBK Sorce Advisory first reported a position in Liberty All-Star Equity Fund in Q2 2025 and held it in 3 quarters.
  • HBK Sorce Advisory's Liberty All-Star Equity Fund position peaked at $73.9K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.