Osbon Capital Management’s Liberty All-Star Equity Fund USA Stock Holding History

Osbon Capital 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
2026 Q2	–	Sell	-5,860	Closed	-$32.5K	–	523
2026 Q1	$32.5K	Buy	+5,860	New	+$35K	0.03%	181

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osbon Capital Management's USA Position: Q2 2026 in Review

Osbon Capital Management sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 5,860 shares — an estimated $32.5K sold.

Osbon Capital Management first reported a position in USA in Q1 2026 and held it in 1 quarter. The position peaked at $32.5K in Q1 2026. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Osbon Capital Management reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
Osbon Capital Management sold 5,860 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $32.5K.
Osbon Capital Management first reported a position in Liberty All-Star Equity Fund in Q1 2026 and held it in 1 quarter.
Osbon Capital Management's Liberty All-Star Equity Fund position peaked at $32.5K in Q1 2026.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.