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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return