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

Merit 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 Q1	$118K	Buy	21,259 +8,546	+67%	+$51.1K	﹤0.01%	1992
2025 Q4	$79.8K	Buy	12,713 +2,701	+27%	+$16.8K	﹤0.01%	1907
2025 Q3	$63.5K	Sell	10,012 -701	-7%	-$4.63K	﹤0.01%	1766
2025 Q2	$73K	Buy	+10,713	New	+$69.7K	﹤0.01%	1651
2024 Q4	–	Sell	-11,733	Closed	-$83.3K	–	1191
2024 Q3	$83.3K	Buy	11,733 +849	+8%	+$5.82K	﹤0.01%	812
2024 Q2	$74K	Hold	10,884	–	–	﹤0.01%	897
2024 Q1	$73.8K	Hold	10,884	–	–	﹤0.01%	846
2023 Q4	$69.4K	Hold	10,884	–	–	﹤0.01%	761
2023 Q3	$64.4K	Buy	+10,884	New	+$69.1K	﹤0.01%	729

Other funds holding USA

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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