Larson Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History

Larson Financial Group’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	$9.25K	Buy	+1,592	New	+$9.19K	﹤0.01%	2458
2024 Q4	–	Sell	-14,970	Closed	-$106K	–	2915
2024 Q3	$106K	Buy	14,970 +10,670	+248%	+$73.2K	0.01%	714
2024 Q2	$29.2K	Buy	+4,300	New	+$29.2K	﹤0.01%	952

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

Larson Financial Group's USA Position: Q2 2026 in Review

Larson Financial Group opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 1,592 shares worth $9.25K. The stake represents ﹤0.01% of the portfolio and ranks #2458 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in USA as recently as Q3 2024.

Larson Financial Group first reported a position in USA in Q2 2024 and has held it in 3 quarters since. The position peaked at $106K in Q3 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Larson Financial Group held 1,592 shares of Liberty All-Star Equity Fund worth $9.25K as of Q2 2026.
Liberty All-Star Equity Fund was a new Larson Financial Group position in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2458 holding.
Larson Financial Group first reported a position in Liberty All-Star Equity Fund in Q2 2024 and has held it in 3 quarters since.
Larson Financial Group's Liberty All-Star Equity Fund position peaked at $106K in Q3 2024.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.