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PFG Investments’s Liberty All-Star Growth Fund ASG Stock Holding History

PFG Investments’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,930
Closed -$63.2K – 1056
2025
Q1 		$63.2K Buy
+12,930
New +$69.9K ﹤0.01% 961

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return

PFG Investments's ASG Position: Q2 2025 in Review

PFG Investments sold out of Liberty All-Star Growth Fund (ASG) in Q2 2025, closing a stake of 12,930 shares — an estimated $63.2K sold.

PFG Investments first reported a position in ASG in Q1 2025 and held it in 1 quarter. The position peaked at $63.2K in Q1 2025. 72 funds tracked by Wall St. Rank hold ASG as of Q2 2025.

  • PFG Investments reported no remaining Liberty All-Star Growth Fund position as of Q2 2025 after selling out during the quarter.
  • PFG Investments sold 12,930 Liberty All-Star Growth Fund shares in Q2 2025, an estimated $63.2K.
  • PFG Investments first reported a position in Liberty All-Star Growth Fund in Q1 2025 and held it in 1 quarter.
  • PFG Investments's Liberty All-Star Growth Fund position peaked at $63.2K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.