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Noble Wealth Management PBC’s Liberty All-Star Equity Fund USA Stock Holding History

Noble Wealth Management PBC’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
Q3 		$16.8K Sell
2,920
-500
-15% -$2.95K 0.01% 415
2026
Q2 		$19.9K Hold
3,420
– – 0.01% 402
2026
Q1 		$19K Hold
3,420
– – 0.01% 378
2025
Q4 		$21.5K Buy
3,420
+2,770
+426% +$17.2K 0.01% 372
2025
Q3 		$4.12K Buy
+650
New +$4.29K ﹤0.01% 498

Other funds holding USA

DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Noble Wealth Management PBC's USA Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Liberty All-Star Equity Fund (USA) stake by 15% in Q3 2026, selling an estimated $2.95K and leaving 2,920 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #415.

Noble Wealth Management PBC first reported a position in USA in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.5K in Q4 2025. 9 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • Noble Wealth Management PBC held 2,920 shares of Liberty All-Star Equity Fund worth $16.8K as of Q3 2026.
  • Noble Wealth Management PBC sold 500 Liberty All-Star Equity Fund shares in Q3 2026, an estimated $2.95K.
  • Liberty All-Star Equity Fund made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #415 holding.
  • Noble Wealth Management PBC first reported a position in Liberty All-Star Equity Fund in Q3 2025 and has held it in 5 quarters since.
  • Noble Wealth Management PBC's Liberty All-Star Equity Fund position peaked at $21.5K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.