HFS
ASG

Hughes Financial Services’s Liberty All-Star Growth Fund ASG Stock Holding History

Hughes Financial Services’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$640 Hold
117
– – ﹤0.01% 1026
2026
Q1 		$556 Hold
117
– – ﹤0.01% 914
2025
Q4 		$620 Hold
117
– – ﹤0.01% 877
2025
Q3 		$640 Hold
117
– – ﹤0.01% 846
2025
Q2 		$638 Hold
117
– – ﹤0.01% 843
2025
Q1 		$578 Buy
+117
New +$633 ﹤0.01% 810

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hughes Financial Services's ASG Position: Q2 2026 in Review

Hughes Financial Services held its Liberty All-Star Growth Fund (ASG) position steady in Q2 2026 at 117 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Hughes Financial Services first reported a position in ASG in Q1 2025 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • Hughes Financial Services held 117 shares of Liberty All-Star Growth Fund worth $640 as of Q2 2026.
  • Hughes Financial Services left its Liberty All-Star Growth Fund share count unchanged in Q2 2026.
  • Liberty All-Star Growth Fund made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1026 holding.
  • Hughes Financial Services first reported a position in Liberty All-Star Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.