Langley Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Langley Wealth 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
2026 Q2	$896K	Buy	+154,145	New	+$889K	0.87%	32

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Langley Wealth Management's USA Position: Q2 2026 in Review

Langley Wealth Management opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 154,145 shares worth $896K. The stake represents 0.87% of the portfolio and ranks #32 among its holdings.

211 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Langley Wealth Management held 154,145 shares of Liberty All-Star Equity Fund worth $896K as of Q2 2026.
Liberty All-Star Equity Fund was a new Langley Wealth Management position in Q2 2026.
Liberty All-Star Equity Fund made up 0.87% of Langley Wealth Management's portfolio in Q2 2026, its #32 holding.
211 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Langley Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.