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Key Financial Inc’s Liberty All-Star Equity Fund USA Stock Holding History

Key Financial Inc’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
Q2 		– Sell
-1,482
Closed -$9.71K – 1479
2025
Q1 		$9.71K Buy
1,482
+70
+5% +$484 ﹤0.01% 822
2024
Q4 		$9.81K Hold
1,412
– – ﹤0.01% 812
2024
Q3 		$10K Buy
1,412
+36
+3% +$247 ﹤0.01% 801
2024
Q2 		$9.36K Buy
1,376
+35
+3% +$238 ﹤0.01% 796
2024
Q1 		$9.59K Buy
1,341
+63
+5% +$421 ﹤0.01% 774
2023
Q4 		$8.15K Sell
1,278
-1,163
-48% -$7.07K ﹤0.01% 796
2023
Q3 		$14.5K Buy
2,441
+61
+3% +$387 ﹤0.01% 633
2023
Q2 		$15.4K Buy
2,380
+57
+2% +$348 0.01% 635
2023
Q1 		$14.4K Buy
2,323
+109
+5% +$670 0.01% 605
2022
Q4 		$12.2K Hold
2,214
– – 0.01% 583
2022
Q3 		$12K Buy
2,214
+1,184
+115% +$7.65K 0.01% 597
2022
Q2 		$7K Buy
1,030
+28
+3% +$194 ﹤0.01% 737
2022
Q1 		$8K Buy
+1,002
New +$7.71K ﹤0.01% 701

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Key Financial Inc's USA Position: Q2 2025 in Review

Key Financial Inc sold out of Liberty All-Star Equity Fund (USA) in Q2 2025, closing a stake of 1,482 shares — an estimated $9.71K sold.

Key Financial Inc first reported a position in USA in Q1 2022 and held it in 13 quarters. The position peaked at $15.4K in Q2 2023. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

  • Key Financial Inc reported no remaining Liberty All-Star Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 1,482 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $9.71K.
  • Key Financial Inc first reported a position in Liberty All-Star Equity Fund in Q1 2022 and held it in 13 quarters.
  • Key Financial Inc's Liberty All-Star Equity Fund position peaked at $15.4K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.