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Oliver Lagore Vanvalin Investment Group’s Liberty All-Star Equity Fund USA Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$157K Buy
+23,957
New +$156K 0.06% 149
2024
Q4 		$165K Hold
23,706
– – 0.04% 130
2024
Q3 		$168K Buy
23,706
+128
+0.5% +$878 0.05% 133
2024
Q2 		$160K Buy
23,578
+724
+3% +$4.92K 0.05% 131
2024
Q1 		$163K Buy
22,854
+228
+1% +$1.52K 0.05% 140
2023
Q4 		$144K Hold
22,626
– – 0.05% 126
2023
Q3 		$134K Buy
22,626
+3,545
+19% +$22.5K 0.05% 140
2023
Q2 		$123K Buy
19,081
+2,517
+15% +$15.4K 0.05% 157
2023
Q1 		$103K Buy
16,564
+9,132
+123% +$56.1K 0.04% 123
2022
Q4 		$42.4K Buy
+7,432
New +$44.4K 0.02% 193

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's USA Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2025: 23,957 shares worth $157K. The stake represents 0.06% of the portfolio and ranks #149 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in USA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in USA in Q4 2022 and has held it in 10 quarters since. The position peaked at $168K in Q3 2024. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 23,957 shares of Liberty All-Star Equity Fund worth $157K as of Q2 2025.
  • Liberty All-Star Equity Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Liberty All-Star Equity Fund made up 0.06% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #149 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Liberty All-Star Equity Fund in Q4 2022 and has held it in 10 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Liberty All-Star Equity Fund position peaked at $168K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.