Ken Fisher’s Liberty All-Star Equity Fund USA Stock Holding History

Ken Fisher’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	–	Sell	-23,828	Closed	-$150K	–	1118
2025 Q4	$150K	Buy	+23,828	New	+$148K	﹤0.01%	1002
2024 Q2	–	Sell	-62,202	Closed	-$445K	–	1056
2024 Q1	$445K	Buy	+62,202	New	+$416K	﹤0.01%	789

Other funds holding USA

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 $1.03B AUM 1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ken Fisher's USA Position: Q1 2026 in Review

Ken Fisher sold out of Liberty All-Star Equity Fund (USA) in Q1 2026, closing a stake of 23,828 shares — an estimated $150K sold.

Ken Fisher first reported a position in USA in Q1 2024 and held it in 2 quarters. The position peaked at $445K in Q1 2024. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

Ken Fisher reported no remaining Liberty All-Star Equity Fund position as of Q1 2026 after selling out during the quarter.
Ken Fisher sold 23,828 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $150K.
Ken Fisher first reported a position in Liberty All-Star Equity Fund in Q1 2024 and held it in 2 quarters.
Ken Fisher's Liberty All-Star Equity Fund position peaked at $445K in Q1 2024.
220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.