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

OneDigital Investment 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 Q1	$63.7K	Sell	11,475 -4,300	-27%	-$25.7K	﹤0.01%	1441
2025 Q4	$99.1K	Sell	15,775 -5,300	-25%	-$33K	﹤0.01%	1471
2025 Q3	$134K	Buy	21,075 +300	+1%	+$1.98K	﹤0.01%	1449
2025 Q2	$141K	Buy	20,775 +1,500	+8%	+$9.76K	﹤0.01%	1403
2025 Q1	$126K	Buy	+19,275	New	+$133K	﹤0.01%	1353
2019 Q3	–	Sell	-1,000	Closed	-$6K	–	1123
2019 Q2	$6K	Hold	1,000	–	–	﹤0.01%	1030
2019 Q1	$6K	Hold	1,000	–	–	﹤0.01%	970
2018 Q4	$5K	Buy	+1,000	New	+$5.94K	﹤0.01%	959

Other funds holding USA

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

RCM

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

PCM

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

OneDigital Investment Advisors's USA Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Liberty All-Star Equity Fund (USA) stake by 27% in Q1 2026, selling an estimated $25.7K and leaving 11,475 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

OneDigital Investment Advisors first reported a position in USA in Q4 2018 and has held it in 8 quarters since. The position peaked at $141K in Q2 2025. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

OneDigital Investment Advisors held 11,475 shares of Liberty All-Star Equity Fund worth $63.7K as of Q1 2026.
OneDigital Investment Advisors sold 4,300 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $25.7K.
Liberty All-Star Equity Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1441 holding.
OneDigital Investment Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2018 and has held it in 8 quarters since.
OneDigital Investment Advisors's Liberty All-Star Equity Fund position peaked at $141K in Q2 2025.
220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.