Moloney Securities Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Moloney Securities Asset Management’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
2025 Q3	$85.4K	Buy	13,470 +357	+3%	+$2.36K	0.01%	469
2025 Q2	$89.3K	Buy	13,113 +287	+2%	+$1.87K	0.01%	469
2025 Q1	$84K	Buy	12,826 +613	+5%	+$4.23K	0.01%	459
2024 Q4	$84.9K	Hold	12,213	–	–	0.01%	443
2024 Q3	$86.7K	Buy	12,213 +312	+3%	+$2.14K	0.01%	461
2024 Q2	$80.9K	Buy	11,901 +307	+3%	+$2.09K	0.01%	448
2024 Q1	$82.9K	Buy	11,594 +556	+5%	+$3.72K	0.01%	433
2023 Q4	$70.4K	Hold	11,038	–	–	0.01%	424
2023 Q3	$65.3K	Buy	11,038 +276	+3%	+$1.75K	0.01%	406
2023 Q2	$69.6K	Buy	10,762 +261	+2%	+$1.59K	0.01%	398
2023 Q1	$65.1K	Buy	+10,501	New	+$64.5K	0.01%	401

Other funds holding USA

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

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

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

RCM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

PCM

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

Moloney Securities Asset Management's USA Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Liberty All-Star Equity Fund (USA) stake by 2.7% in Q3 2025, buying an estimated $2.36K and bringing the position to 13,470 shares worth $85.4K. The position accounts for 0.01% of the portfolio, ranked #469.

Moloney Securities Asset Management first reported a position in USA in Q1 2023 and has held it in 11 quarters since. The position peaked at $89.3K in Q2 2025. 209 funds tracked by Wall St. Rank hold USA as of Q3 2025.

Moloney Securities Asset Management held 13,470 shares of Liberty All-Star Equity Fund worth $85.4K as of Q3 2025.
Moloney Securities Asset Management bought 357 Liberty All-Star Equity Fund shares in Q3 2025, an estimated $2.36K.
Liberty All-Star Equity Fund made up 0.01% of Moloney Securities Asset Management's portfolio in Q3 2025, its #469 holding.
Moloney Securities Asset Management first reported a position in Liberty All-Star Equity Fund in Q1 2023 and has held it in 11 quarters since.
Moloney Securities Asset Management's Liberty All-Star Equity Fund position peaked at $89.3K in Q2 2025.
209 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.