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

Mezzasalma Advisors’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	-76,887	Closed	-$427K	–	176
2026 Q1	$427K	Buy	76,887 +82	+0.1%	+$490	0.11%	109
2025 Q4	$482K	Buy	76,805 +1,145	+2%	+$7.13K	0.12%	106
2025 Q3	$480K	Buy	75,660 +1,926	+3%	+$12.7K	0.12%	101
2025 Q2	$502K	Buy	73,734 +1,542	+2%	+$10K	0.15%	82
2025 Q1	$473K	Buy	72,192 +3,303	+5%	+$22.8K	0.16%	82
2024 Q4	$479K	Buy	+68,889	New	+$495K	0.15%	78

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

Mezzasalma Advisors's USA Position: Q2 2026 in Review

Mezzasalma Advisors sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 76,887 shares — an estimated $427K sold.

Mezzasalma Advisors first reported a position in USA in Q4 2024 and held it in 6 quarters. The position peaked at $502K in Q2 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Mezzasalma Advisors reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
Mezzasalma Advisors sold 76,887 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $427K.
Mezzasalma Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2024 and held it in 6 quarters.
Mezzasalma Advisors's Liberty All-Star Equity Fund position peaked at $502K in Q2 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.