John Overdeck’s Liberty All-Star Equity Fund USA Stock Holding History

John Overdeck’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	$3.58M	Hold	616,604	–	–	﹤0.01%	2484
2026 Q1	$3.42M	Hold	616,604	–	–	﹤0.01%	2326
2025 Q4	$3.87M	Buy	616,604 +392,581	+175%	+$2.44M	0.01%	1930
2025 Q3	$1.42M	Buy	+224,023	New	+$1.48M	﹤0.01%	2353

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

John Overdeck's USA Position: Q2 2026 in Review

John Overdeck held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 616,604 shares worth $3.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

John Overdeck first reported a position in USA in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.87M in Q4 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

John Overdeck held 616,604 shares of Liberty All-Star Equity Fund worth $3.58M as of Q2 2026.
John Overdeck left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2484 holding.
John Overdeck first reported a position in Liberty All-Star Equity Fund in Q3 2025 and has held it in 4 quarters since.
John Overdeck's Liberty All-Star Equity Fund position peaked at $3.87M in Q4 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.