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Onyx Bridge Wealth Group’s Liberty All-Star Equity Fund USA Stock Holding History

Onyx Bridge Wealth 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
2026
Q2 		$198K Buy
34,018
+3,069
+10% +$17.7K 0.02% 364
2026
Q1 		$172K Buy
30,949
+1,997
+7% +$11.9K 0.02% 352
2025
Q4 		$182K Buy
28,952
+85
+0.3% +$529 0.02% 345
2025
Q3 		$183K Buy
28,867
+1,591
+6% +$10.5K 0.02% 345
2025
Q2 		$186K Buy
27,276
+1,105
+4% +$7.19K 0.02% 293
2025
Q1 		$171K Buy
26,171
+7,172
+38% +$49.5K 0.02% 272
2024
Q4 		$132K Hold
18,999
– – 0.02% 270
2024
Q3 		$135K Buy
18,999
+250
+1% +$1.71K 0.02% 268
2024
Q2 		$127K Hold
18,749
– – 0.02% 257
2024
Q1 		$127K Hold
18,749
– – 0.02% 245
2023
Q4 		$120K Sell
18,749
-1,000
-5% -$6.08K 0.02% 239
2023
Q3 		$117K Hold
19,749
– – 0.03% 221
2023
Q2 		$128K Sell
19,749
-1,251
-6% -$7.64K 0.03% 221
2023
Q1 		$130K Buy
21,000
+4,630
+28% +$28.4K 0.05% 169
2022
Q4 		$97.4K Buy
16,370
+30
+0.2% +$179 0.04% 173
2022
Q3 		$91K Sell
16,340
-2,071
-11% -$13.4K 0.04% 162
2022
Q2 		$122K Sell
18,411
-4,808
-21% -$33.3K 0.05% 151
2022
Q1 		$165K Buy
23,219
+80
+0.3% +$616 0.06% 140
2021
Q4 		$194K Buy
23,139
+3,187
+16% +$26.9K 0.07% 154
2021
Q3 		$173K Buy
19,952
+2,000
+11% +$17.4K 0.07% 141
2021
Q2 		$160K Sell
17,952
-350
-2% -$2.94K 0.07% 117
2021
Q1 		$140K Hold
18,302
– – 0.07% 101
2020
Q4 		$126K Buy
+18,302
New +$117K 0.08% 65

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
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
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
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Onyx Bridge Wealth Group's USA Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Liberty All-Star Equity Fund (USA) stake by 9.9% in Q2 2026, buying an estimated $17.7K and bringing the position to 34,018 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #364.

Onyx Bridge Wealth Group first reported a position in USA in Q4 2020 and has held it in 23 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Onyx Bridge Wealth Group held 34,018 shares of Liberty All-Star Equity Fund worth $198K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 3,069 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $17.7K.
  • Liberty All-Star Equity Fund made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #364 holding.
  • Onyx Bridge Wealth Group first reported a position in Liberty All-Star Equity Fund in Q4 2020 and has held it in 23 quarters since.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.