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

Marex 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
2025 Q1	–	Sell	-13,000	Closed	-$90.3K	–	854
2024 Q4	$90.3K	Buy	+13,000	New	+$93.4K	﹤0.01%	620
2024 Q1	–	Sell	-11,600	Closed	-$74K	–	671
2023 Q4	$74K	Buy	+11,600	New	+$70.5K	﹤0.01%	511

Other funds holding USA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Marex Group's USA Position: Q1 2025 in Review

Marex Group sold out of Liberty All-Star Equity Fund (USA) in Q1 2025, closing a stake of 13,000 shares — an estimated $90.3K sold.

Marex Group first reported a position in USA in Q4 2023 and held it in 2 quarters. The position peaked at $90.3K in Q4 2024. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

Marex Group reported no remaining Liberty All-Star Equity Fund position as of Q1 2025 after selling out during the quarter.
Marex Group sold 13,000 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $90.3K.
Marex Group first reported a position in Liberty All-Star Equity Fund in Q4 2023 and held it in 2 quarters.
Marex Group's Liberty All-Star Equity Fund position peaked at $90.3K in Q4 2024.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

Based on Marex Group's 13F filing for Q1 2025, filed 2 Apr 2026.