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Hilltop National Bank’s Liberty All-Star Equity Fund USA Stock Holding History

Hilltop National Bank’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
Q3 		$16.6K Hold
2,869
– – ﹤0.01% 601
2026
Q2 		$16.7K Hold
2,869
– – ﹤0.01% 620
2026
Q1 		$15.9K Hold
2,869
– – ﹤0.01% 619
2025
Q4 		$18K Hold
2,869
– – ﹤0.01% 593
2025
Q3 		$18.2K Hold
2,869
– – ﹤0.01% 584
2025
Q2 		$19.5K Buy
+2,869
New +$18.7K 0.01% 567
2024
Q4 		$19.9K Hold
2,869
– – 0.01% 552
2024
Q3 		$20.4K Hold
2,869
– – 0.01% 581
2024
Q2 		$19.5K Hold
2,869
– – 0.01% 570
2024
Q1 		$20.5K Buy
+2,869
New +$19.2K 0.01% 554

Other funds holding USA

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Hilltop National Bank's USA Position: Q3 2026 in Review

Hilltop National Bank held its Liberty All-Star Equity Fund (USA) position steady in Q3 2026 at 2,869 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Hilltop National Bank first reported a position in USA in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.5K in Q1 2024. 27 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • Hilltop National Bank held 2,869 shares of Liberty All-Star Equity Fund worth $16.6K as of Q3 2026.
  • Hilltop National Bank left its Liberty All-Star Equity Fund share count unchanged in Q3 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Hilltop National Bank's portfolio in Q3 2026, its #601 holding.
  • Hilltop National Bank first reported a position in Liberty All-Star Equity Fund in Q1 2024 and has held it in 10 quarters since.
  • Hilltop National Bank's Liberty All-Star Equity Fund position peaked at $20.5K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.