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

McDonald Partners’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	–	Sell	-55,146	Closed	-$306K	–	624
2026 Q1	$306K	Hold	55,146	–	–	0.07%	182
2025 Q4	$346K	Sell	55,146 -1	-0%	-$6	0.11%	161
2025 Q3	$350K	Buy	55,147 +1,465	+3%	+$9.68K	0.1%	175
2025 Q2	$366K	Buy	53,682 +1,172	+2%	+$7.63K	0.09%	195
2025 Q1	$344K	Buy	52,510 +2,510	+5%	+$17.3K	0.09%	193
2024 Q4	$348K	Hold	50,000	–	–	0.09%	188
2024 Q3	$355K	Buy	+50,000	New	+$343K	0.09%	187

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

McDonald Partners's USA Position: Q2 2026 in Review

McDonald Partners sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 55,146 shares — an estimated $306K sold.

McDonald Partners first reported a position in USA in Q3 2024 and held it in 7 quarters. The position peaked at $366K in Q2 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

McDonald Partners reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
McDonald Partners sold 55,146 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $306K.
McDonald Partners first reported a position in Liberty All-Star Equity Fund in Q3 2024 and held it in 7 quarters.
McDonald Partners's Liberty All-Star Equity Fund position peaked at $366K in Q2 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.