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Kane Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

Kane Investment Management’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
2025
Q3 		– Sell
-14,855
Closed -$101K – 100
2025
Q2 		$101K Sell
14,855
-8,307
-36% -$54K 0.05% 88
2025
Q1 		$152K Buy
23,162
+8,402
+57% +$58K 0.07% 94
2024
Q4 		$103K Buy
+14,760
New +$106K 0.06% 89

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Kane Investment Management's USA Position: Q3 2025 in Review

Kane Investment Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2025, closing a stake of 14,855 shares — an estimated $101K sold.

Kane Investment Management first reported a position in USA in Q4 2024 and held it in 3 quarters. The position peaked at $152K in Q1 2025. 209 funds tracked by Wall St. Rank hold USA as of Q3 2025.

  • Kane Investment Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Kane Investment Management sold 14,855 Liberty All-Star Equity Fund shares in Q3 2025, an estimated $101K.
  • Kane Investment Management first reported a position in Liberty All-Star Equity Fund in Q4 2024 and held it in 3 quarters.
  • Kane Investment Management's Liberty All-Star Equity Fund position peaked at $152K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2025.

Based on Kane Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.