Kapstone Financial Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Kapstone Financial 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	–	Sell	-13,064	Closed	-$72.5K	–	181
2026 Q1	$72.5K	Sell	13,064 -6,936	-35%	-$41.5K	0.04%	153
2025 Q4	$126K	Buy	20,000 +1,500	+8%	+$9.34K	0.06%	131
2025 Q3	$117K	Buy	18,500 +3,409	+23%	+$22.5K	0.06%	120
2025 Q2	$103K	Buy	+15,091	New	+$98.2K	0.05%	118

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

Kapstone Financial Advisors's USA Position: Q2 2026 in Review

Kapstone Financial Advisors sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 13,064 shares — an estimated $72.5K sold.

Kapstone Financial Advisors first reported a position in USA in Q2 2025 and held it in 4 quarters. The position peaked at $126K in Q4 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Kapstone Financial Advisors reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
Kapstone Financial Advisors sold 13,064 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $72.5K.
Kapstone Financial Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2025 and held it in 4 quarters.
Kapstone Financial Advisors's Liberty All-Star Equity Fund position peaked at $126K in Q4 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.