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

Mariner’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 		$728K Sell
125,374
-2,603
-2% -$15K ﹤0.01% 2195
2026
Q1 		$708K Sell
127,977
-4,882
-4% -$29.2K ﹤0.01% 2230
2025
Q4 		$834K Sell
132,859
-43,371
-25% -$270K ﹤0.01% 2075
2025
Q3 		$1.12M Buy
176,230
+4,264
+2% +$28.2K ﹤0.01% 1813
2025
Q2 		$1.17M Buy
171,966
+14,459
+9% +$94.1K ﹤0.01% 1690
2025
Q1 		$1.03M Sell
157,507
-3,650
-2% -$25.2K ﹤0.01% 1672
2024
Q4 		$1.12M Buy
161,157
+12,975
+9% +$93.3K ﹤0.01% 1566
2024
Q3 		$1.05M Buy
148,182
+17,399
+13% +$119K ﹤0.01% 1559
2024
Q2 		$889K Sell
130,783
-4,750
-4% -$32.3K ﹤0.01% 1593
2024
Q1 		$969K Buy
135,533
+3,834
+3% +$25.6K ﹤0.01% 1519
2023
Q4 		$840K Buy
131,699
+2,453
+2% +$14.9K ﹤0.01% 1555
2023
Q3 		$765K Sell
129,246
-40,215
-24% -$255K ﹤0.01% 1489
2023
Q2 		$1.1M Buy
169,461
+61,065
+56% +$373K ﹤0.01% 1249
2023
Q1 		$672K Sell
108,396
-68,031
-39% -$418K ﹤0.01% 1515
2022
Q4 		$1M Buy
176,427
+57,150
+48% +$342K ﹤0.01% 1238
2022
Q3 		$660K Sell
119,277
-13,891
-10% -$89.7K ﹤0.01% 1255
2022
Q2 		$836K Sell
133,168
-4,930
-4% -$34.2K ﹤0.01% 968
2022
Q1 		$1.12M Buy
138,098
+12,902
+10% +$99.3K ﹤0.01% 900
2021
Q4 		$1.05M Buy
+125,196
New +$1.06M ﹤0.01% 814

Other funds holding USA

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
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
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
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
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mariner's USA Position: Q2 2026 in Review

Mariner reduced its Liberty All-Star Equity Fund (USA) stake by 2% in Q2 2026, selling an estimated $15K and leaving 125,374 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Mariner first reported a position in USA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q2 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Mariner held 125,374 shares of Liberty All-Star Equity Fund worth $728K as of Q2 2026.
  • Mariner sold 2,603 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $15K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2195 holding.
  • Mariner first reported a position in Liberty All-Star Equity Fund in Q4 2021 and has held it in 19 quarters since.
  • Mariner's Liberty All-Star Equity Fund position peaked at $1.17M in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.