HUB Investment Partners
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HUB Investment Partners’s Liberty All-Star Equity Fund USA Stock Holding History

HUB Investment Partners’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 		$121K Hold
20,764
– – ﹤0.01% 1269
2026
Q1 		$115K Buy
+20,764
New +$124K ﹤0.01% 1052

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Raymond James Financial
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
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
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HUB Investment Partners's USA Position: Q2 2026 in Review

HUB Investment Partners held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 20,764 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

HUB Investment Partners first reported a position in USA in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • HUB Investment Partners held 20,764 shares of Liberty All-Star Equity Fund worth $121K as of Q2 2026.
  • HUB Investment Partners left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1269 holding.
  • HUB Investment Partners first reported a position in Liberty All-Star Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.