Kovitz Investment Group Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-24,850	Closed	-$158K	–	1271
2025 Q3	$158K	Hold	24,850	–	–	﹤0.01%	1352
2025 Q2	$169K	Hold	24,850	–	–	﹤0.01%	1293
2025 Q1	$163K	Hold	24,850	–	–	﹤0.01%	1190
2024 Q4	$173K	Hold	24,850	–	–	﹤0.01%	1179
2024 Q3	$176K	Buy	+24,850	New	+$170K	﹤0.01%	958

Other funds holding USA

RCM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return

KIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Kovitz Investment Group Partners's USA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Liberty All-Star Equity Fund (USA) in Q4 2025, closing a stake of 24,850 shares — an estimated $158K sold.

Kovitz Investment Group Partners first reported a position in USA in Q3 2024 and held it in 5 quarters. The position peaked at $176K in Q3 2024. 227 funds tracked by Wall St. Rank hold USA as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Liberty All-Star Equity Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 24,850 Liberty All-Star Equity Fund shares in Q4 2025, an estimated $158K.
Kovitz Investment Group Partners first reported a position in Liberty All-Star Equity Fund in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Liberty All-Star Equity Fund position peaked at $176K in Q3 2024.
227 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.