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Riggs Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Riggs Asset 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
2025
Q2 		– Sell
-1,500
Closed -$9.82K – 960
2025
Q1 		$9.82K Buy
+1,500
New +$10.4K ﹤0.01% 262
2020
Q4 		– Sell
-1,444
Closed -$9K – 300
2020
Q3 		$9K Buy
1,444
+44
+3% +$263 ﹤0.01% 148
2020
Q2 		$8K Sell
1,400
-7,083
-83% -$38.3K ﹤0.01% 185
2020
Q1 		$41K Buy
8,483
+217
+3% +$1.34K 0.03% 108
2019
Q4 		$56K Buy
+8,266
New +$54K 0.02% 122

Other funds holding USA

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Riggs Asset Management's USA Position: Q2 2025 in Review

Riggs Asset Management sold out of Liberty All-Star Equity Fund (USA) in Q2 2025, closing a stake of 1,500 shares — an estimated $9.82K sold.

Riggs Asset Management first reported a position in USA in Q4 2019 and held it in 5 quarters. The position peaked at $56K in Q4 2019. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

  • Riggs Asset Management reported no remaining Liberty All-Star Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Riggs Asset Management sold 1,500 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $9.82K.
  • Riggs Asset Management first reported a position in Liberty All-Star Equity Fund in Q4 2019 and held it in 5 quarters.
  • Riggs Asset Management's Liberty All-Star Equity Fund position peaked at $56K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Riggs Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.