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Ingalls & Snyder LLC’s Liberty All-Star Equity Fund USA Stock Holding History

Ingalls & Snyder LLC’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 		$108K Hold
19,414
– – ﹤0.01% 454
2025
Q4 		$122K Hold
19,414
– – ﹤0.01% 453
2025
Q3 		$123K Hold
19,414
– – ﹤0.01% 465
2025
Q2 		$132K Hold
19,414
– – ﹤0.01% 446
2025
Q1 		$127K Hold
19,414
– – ﹤0.01% 430
2024
Q4 		$135K Buy
19,414
+1,014
+6% +$7.29K 0.01% 416
2024
Q3 		$131K Hold
18,400
– – 0.01% 430
2024
Q2 		$125K Hold
18,400
– – 0.01% 406
2024
Q1 		$132K Hold
18,400
– – 0.01% 419
2023
Q4 		$117K Hold
18,400
– – 0.01% 414
2023
Q3 		$109K Buy
+18,400
New +$117K 0.01% 406

Other funds holding USA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Ingalls & Snyder LLC's USA Position: Q1 2026 in Review

Ingalls & Snyder LLC held its Liberty All-Star Equity Fund (USA) position steady in Q1 2026 at 19,414 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Ingalls & Snyder LLC first reported a position in USA in Q3 2023 and has held it in 11 quarters since. The position peaked at $135K in Q4 2024. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • Ingalls & Snyder LLC held 19,414 shares of Liberty All-Star Equity Fund worth $108K as of Q1 2026.
  • Ingalls & Snyder LLC left its Liberty All-Star Equity Fund share count unchanged in Q1 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #454 holding.
  • Ingalls & Snyder LLC first reported a position in Liberty All-Star Equity Fund in Q3 2023 and has held it in 11 quarters since.
  • Ingalls & Snyder LLC's Liberty All-Star Equity Fund position peaked at $135K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.