IFG
ASG

Independent Financial Group’s Liberty All-Star Growth Fund ASG Stock Holding History

Independent Financial Group’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 		$65.1K Sell
11,908
-1,985
-14% -$10.4K ﹤0.01% 1528
2026
Q1 		$66K Sell
13,893
-254
-2% -$1.31K ﹤0.01% 1431
2025
Q4 		$75K Sell
14,147
-37
-0.3% -$200 ﹤0.01% 1388
2025
Q3 		$78.7K Sell
14,184
-3,818
-21% -$21K ﹤0.01% 1338
2025
Q2 		$98.5K Buy
18,002
+1,447
+9% +$7.32K ﹤0.01% 1268
2025
Q1 		$81K Sell
16,555
-1,108
-6% -$5.99K ﹤0.01% 1153
2024
Q4 		$99.8K Buy
17,663
+1
+0% +$6 ﹤0.01% 1134
2024
Q3 		$99.1K Buy
17,662
+5,674
+47% +$30.6K ﹤0.01% 1106
2024
Q2 		$64K Sell
11,988
-42,368
-78% -$222K ﹤0.01% 1064
2024
Q1 		$298K Sell
54,356
-3,294
-6% -$17.6K 0.01% 782
2023
Q4 		$304K Sell
57,650
-1,660
-3% -$8.2K 0.02% 716
2023
Q3 		$293K Sell
59,310
-2,478
-4% -$13K 0.02% 667
2023
Q2 		$334K Sell
61,788
-24,214
-28% -$125K 0.02% 603
2023
Q1 		$454K Buy
86,002
+5,898
+7% +$30.8K 0.04% 476
2022
Q4 		$395K Sell
80,104
-20,824
-21% -$108K 0.03% 488
2022
Q3 		$500K Buy
100,928
+25,677
+34% +$152K 0.05% 398
2022
Q2 		$439K Buy
75,251
+14,245
+23% +$88.9K 0.05% 412
2022
Q1 		$460K Buy
61,006
+4,219
+7% +$30.8K 0.04% 453
2021
Q4 		$511K Buy
56,787
+7,570
+15% +$68.8K 0.04% 418
2021
Q3 		$425K Buy
49,217
+2,055
+4% +$17.8K 0.04% 408
2021
Q2 		$419K Buy
47,162
+9,611
+26% +$85K 0.04% 424
2021
Q1 		$323K Sell
37,551
-11,888
-24% -$105K 0.04% 447
2020
Q4 		$405K Sell
49,439
-124
-0.3% -$985 0.06% 350
2020
Q3 		$352K Buy
49,563
+20,130
+68% +$144K 0.07% 316
2020
Q2 		$185K Sell
29,433
-33,197
-53% -$186K 0.04% 427
2020
Q1 		$291K Buy
+62,630
New +$380K 0.09% 258

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

Independent Financial Group's ASG Position: Q2 2026 in Review

Independent Financial Group reduced its Liberty All-Star Growth Fund (ASG) stake by 14% in Q2 2026, selling an estimated $10.4K and leaving 11,908 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Independent Financial Group first reported a position in ASG in Q1 2020 and has held it in 26 quarters since. The position peaked at $511K in Q4 2021. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • Independent Financial Group held 11,908 shares of Liberty All-Star Growth Fund worth $65.1K as of Q2 2026.
  • Independent Financial Group sold 1,985 Liberty All-Star Growth Fund shares in Q2 2026, an estimated $10.4K.
  • Liberty All-Star Growth Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1528 holding.
  • Independent Financial Group first reported a position in Liberty All-Star Growth Fund in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Liberty All-Star Growth Fund position peaked at $511K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.