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 Q2	$151K	Buy	26,073 +4,814	+23%	+$27.8K	﹤0.01%	2170
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

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

Merit Financial Group's USA Position: Q2 2026 in Review

Merit Financial Group increased its Liberty All-Star Equity Fund (USA) stake by 23% in Q2 2026, buying an estimated $27.8K and bringing the position to 26,073 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Merit Financial Group first reported a position in USA in Q3 2023 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Merit Financial Group held 26,073 shares of Liberty All-Star Equity Fund worth $151K as of Q2 2026.
Merit Financial Group bought 4,814 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $27.8K.
Liberty All-Star Equity Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2170 holding.
Merit Financial Group first reported a position in Liberty All-Star Equity Fund in Q3 2023 and has held it in 10 quarters since.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.