JFS Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

JFS Wealth Advisors’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 Q2	$558	Buy	+96	New	+$554	﹤0.01%	1937
2023 Q4	–	Sell	-3,226	Closed	-$19.1K	–	2042
2023 Q3	$19.1K	Buy	3,226 +81	+3%	+$514	﹤0.01%	561
2023 Q2	$20.4K	Buy	3,145 +76	+2%	+$464	﹤0.01%	542
2023 Q1	$19K	Buy	3,069 +147	+5%	+$903	﹤0.01%	549
2022 Q4	$16.7K	Hold	2,922	–	–	﹤0.01%	568
2022 Q3	$16K	Buy	2,922 +770	+36%	+$4.97K	﹤0.01%	623
2022 Q2	$14K	Buy	+2,152	New	+$14.9K	﹤0.01%	677

Other funds holding USA

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

JFS Wealth Advisors's USA Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 96 shares worth $558. The stake represents ﹤0.01% of the portfolio and ranks #1937 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in USA as recently as Q3 2023.

JFS Wealth Advisors first reported a position in USA in Q2 2022 and has held it in 7 quarters since. The position peaked at $20.4K in Q2 2023. 25 funds tracked by Wall St. Rank hold USA as of Q2 2026.

JFS Wealth Advisors held 96 shares of Liberty All-Star Equity Fund worth $558 as of Q2 2026.
Liberty All-Star Equity Fund was a new JFS Wealth Advisors position in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1937 holding.
JFS Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2022 and has held it in 7 quarters since.
JFS Wealth Advisors's Liberty All-Star Equity Fund position peaked at $20.4K in Q2 2023.
25 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.