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IFC & Insurance Marketing’s Liberty All-Star Equity Fund USA Stock Holding History

IFC & Insurance Marketing’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
-74
Closed – – 647
2025
Q4 		$0 Buy
+74
New +$461 ﹤0.01% 754

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

IFC & Insurance Marketing's USA Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Liberty All-Star Equity Fund (USA) in Q1 2026, closing a stake of 74 shares.

IFC & Insurance Marketing first reported a position in USA in Q4 2025 and held it in 1 quarter. The position peaked at $0 in Q4 2025. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Liberty All-Star Equity Fund position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 74 Liberty All-Star Equity Fund shares in Q1 2026.
  • IFC & Insurance Marketing first reported a position in Liberty All-Star Equity Fund in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Liberty All-Star Equity Fund position peaked at $0 in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.