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Pandora Wealth’s Liberty All-Star Equity Fund USA Stock Holding History

Pandora Wealth’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
Q4 		$14.3K Hold
2,274
– – 0.01% 180
2025
Q3 		$14.4K Buy
2,274
+60
+3% +$396 0.01% 178
2025
Q2 		$15.1K Buy
2,214
+48
+2% +$312 0.01% 175
2025
Q1 		$14.2K Buy
+2,166
New +$15K 0.01% 182

Other funds holding USA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Pandora Wealth's USA Position: Q4 2025 in Review

Pandora Wealth held its Liberty All-Star Equity Fund (USA) position steady in Q4 2025 at 2,274 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #180.

Pandora Wealth first reported a position in USA in Q1 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q2 2025. 227 funds tracked by Wall St. Rank hold USA as of Q4 2025.

  • Pandora Wealth held 2,274 shares of Liberty All-Star Equity Fund worth $14.3K as of Q4 2025.
  • Pandora Wealth left its Liberty All-Star Equity Fund share count unchanged in Q4 2025.
  • Liberty All-Star Equity Fund made up 0.01% of Pandora Wealth's portfolio in Q4 2025, its #180 holding.
  • Pandora Wealth first reported a position in Liberty All-Star Equity Fund in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's Liberty All-Star Equity Fund position peaked at $15.1K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.