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Independent Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History

Independent Financial Group’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
Q3 		$1.82M Sell
315,223
-97,595
-24% -$576K 0.03% 486
2026
Q2 		$2.4M Sell
412,818
-32,308
-7% -$186K 0.04% 402
2026
Q1 		$2.47M Sell
445,126
-32,680
-7% -$195K 0.06% 351
2025
Q4 		$3M Sell
477,806
-56,460
-11% -$352K 0.07% 284
2025
Q3 		$3.39M Sell
534,266
-704
-0.1% -$4.65K 0.08% 231
2025
Q2 		$3.64M Buy
534,970
+31,991
+6% +$208K 0.1% 202
2025
Q1 		$3.29M Buy
502,979
+14,948
+3% +$103K 0.11% 181
2024
Q4 		$3.39M Buy
488,031
+23,535
+5% +$169K 0.11% 178
2024
Q3 		$3.3M Buy
464,496
+120,884
+35% +$829K 0.12% 167
2024
Q2 		$2.34M Buy
343,612
+52,372
+18% +$356K 0.09% 204
2024
Q1 		$2.08M Buy
291,240
+8,693
+3% +$58.1K 0.1% 211
2023
Q4 		$1.8M Sell
282,547
-44,380
-14% -$270K 0.1% 225
2023
Q3 		$1.94M Buy
326,927
+25,178
+8% +$160K 0.13% 190
2023
Q2 		$1.95M Sell
301,749
-775
-0.3% -$4.73K 0.13% 166
2023
Q1 		$1.88M Buy
302,524
+76,737
+34% +$471K 0.15% 154
2022
Q4 		$1.29M Buy
225,787
+21,535
+11% +$129K 0.11% 191
2022
Q3 		$1.13M Buy
204,252
+37,527
+23% +$242K 0.1% 199
2022
Q2 		$1.05M Buy
166,725
+44,155
+36% +$306K 0.11% 219
2022
Q1 		$990K Sell
122,570
-2,156
-2% -$16.6K 0.08% 255
2021
Q4 		$1.05M Buy
124,726
+18,477
+17% +$156K 0.09% 241
2021
Q3 		$914K Buy
106,249
+8,392
+9% +$73.2K 0.09% 232
2021
Q2 		$885K Buy
97,857
+6,486
+7% +$54.4K 0.09% 243
2021
Q1 		$697K Sell
91,371
-19,640
-18% -$143K 0.09% 247
2020
Q4 		$766K Buy
111,011
+41,320
+59% +$265K 0.11% 206
2020
Q3 		$419K Buy
69,691
+37,923
+119% +$227K 0.08% 280
2020
Q2 		$182K Buy
31,768
+15,770
+99% +$85.2K 0.04% 430
2020
Q1 		$77.4K Buy
+15,998
New +$98.8K 0.02% 391

Other funds holding USA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Independent Financial Group's USA Position: Q3 2026 in Review

Independent Financial Group reduced its Liberty All-Star Equity Fund (USA) stake by 24% in Q3 2026, selling an estimated $576K and leaving 315,223 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #486.

Independent Financial Group first reported a position in USA in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.64M in Q2 2025. 15 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • Independent Financial Group held 315,223 shares of Liberty All-Star Equity Fund worth $1.82M as of Q3 2026.
  • Independent Financial Group sold 97,595 Liberty All-Star Equity Fund shares in Q3 2026, an estimated $576K.
  • Liberty All-Star Equity Fund made up 0.03% of Independent Financial Group's portfolio in Q3 2026, its #486 holding.
  • Independent Financial Group first reported a position in Liberty All-Star Equity Fund in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Liberty All-Star Equity Fund position peaked at $3.64M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.