Independent Financial Group’s Liberty All-Star Growth Fund ASG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $72.5K | Buy |
14,355
+2,447
| +21% | +$12.8K | ﹤0.01% | 1563 |
|
|
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
DI
TA
DJYG
FFA
AAG
Independent Financial Group's ASG Position: Q3 2026 in Review
Independent Financial Group increased its Liberty All-Star Growth Fund (ASG) stake by 21% in Q3 2026, buying an estimated $12.8K and bringing the position to 14,355 shares worth $72.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.
Independent Financial Group first reported a position in ASG in Q1 2020 and has held it in 27 quarters since. The position peaked at $511K in Q4 2021. 6 funds tracked by Wall St. Rank hold ASG as of Q3 2026.
- Independent Financial Group held 14,355 shares of Liberty All-Star Growth Fund worth $72.5K as of Q3 2026.
- Independent Financial Group bought 2,447 Liberty All-Star Growth Fund shares in Q3 2026, an estimated $12.8K.
- Liberty All-Star Growth Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1563 holding.
- Independent Financial Group first reported a position in Liberty All-Star Growth Fund in Q1 2020 and has held it in 27 quarters since.
- Independent Financial Group's Liberty All-Star Growth Fund position peaked at $511K in Q4 2021.
- 6 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q3 2026.
Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.