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

Rivernorth 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
Q1 		$28.8M Sell
5,196,239
-436,260
-8% -$2.61M 1.44% 10
2025
Q4 		$35.4M Buy
5,632,499
+3,613,785
+179% +$22.5M 1.67% 8
2025
Q3 		$12.8M Buy
+2,018,714
New +$13.3M 0.73% 34
2019
Q3 		– Sell
-127,564
Closed -$818 – 265
2019
Q2 		$818 Sell
127,564
-213,300
-63% -$1.33M 0.04% 183
2019
Q1 		$2.08M Sell
340,864
-248,459
-42% -$1.47M 0.14% 126
2018
Q4 		$3.17M Buy
589,323
+2,000
+0.3% +$11.9K 0.19% 117
2018
Q3 		$4M Sell
587,323
-1,948,622
-77% -$13M 0.33% 68
2018
Q2 		$16.2M Sell
2,535,945
-3,738,052
-60% -$23.8M 1.28% 25
2018
Q1 		$38.5M Sell
6,273,997
-3,467,425
-36% -$22M 2.86% 5
2017
Q4 		$61.4M Buy
9,741,422
+1,695,353
+21% +$10.4M 4.27% 2
2017
Q3 		$48.7M Buy
8,046,069
+2,839,107
+55% +$16.3M 3.97% 3
2017
Q2 		$29.5M Sell
5,206,962
-1,718,548
-25% -$9.55M 2.26% 11
2017
Q1 		$37.8M Sell
6,925,510
-447,918
-6% -$2.43M 2.62% 8
2016
Q4 		$38M Sell
7,373,428
-223,717
-3% -$1.14M 2.48% 8
2016
Q3 		$39.4M Buy
7,597,145
+1,076,483
+17% +$5.54M 2.86% 3
2016
Q2 		$32.7M Buy
6,520,662
+387,646
+6% +$1.94M 2.12% 7
2016
Q1 		$30.5M Buy
6,133,016
+276,701
+5% +$1.31M 1.88% 7
2015
Q4 		$31.3M Buy
5,856,315
+604,263
+12% +$3.21M 1.78% 9
2015
Q3 		$26.7M Buy
5,252,052
+2,800
+0.1% +$15.4K 1.64% 11
2015
Q2 		$30.2M Buy
5,249,252
+1,481,748
+39% +$8.72M 1.87% 9
2015
Q1 		$22M Buy
3,767,504
+197,467
+6% +$1.15M 1.47% 13
2014
Q4 		$21.3M Hold
3,570,037
– – 1.42% 13
2014
Q3 		$20.8M Buy
3,570,037
+53,011
+2% +$315K 1.67% 11
2014
Q2 		$21.1M Buy
3,517,026
+65,729
+2% +$385K 1.7% 13
2014
Q1 		$20.3M Sell
3,451,297
-178,253
-5% -$1.04M 1.65% 14
2013
Q4 		$21.7M Sell
3,629,550
-103,241
-3% -$589K 1.66% 9
2013
Q3 		$20.2M Sell
3,732,791
-1,019,079
-21% -$5.6M 2.12% 10
2013
Q2 		$24.7M Buy
+4,751,870
New +$24.8M 2.75% 7

Other funds holding USA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rivernorth Capital Management's USA Position: Q1 2026 in Review

Rivernorth Capital Management reduced its Liberty All-Star Equity Fund (USA) stake by 7.7% in Q1 2026, selling an estimated $2.61M and leaving 5,196,239 shares worth $28.8M. The position accounts for 1.44% of the portfolio, ranked #10.

Rivernorth Capital Management first reported a position in USA in Q2 2013 and has held it in 28 quarters since. The position peaked at $61.4M in Q4 2017. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • Rivernorth Capital Management held 5,196,239 shares of Liberty All-Star Equity Fund worth $28.8M as of Q1 2026.
  • Rivernorth Capital Management sold 436,260 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $2.61M.
  • Liberty All-Star Equity Fund made up 1.44% of Rivernorth Capital Management's portfolio in Q1 2026, its #10 holding.
  • Rivernorth Capital Management first reported a position in Liberty All-Star Equity Fund in Q2 2013 and has held it in 28 quarters since.
  • Rivernorth Capital Management's Liberty All-Star Equity Fund position peaked at $61.4M in Q4 2017.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Rivernorth Capital Management's 13F filing for Q1 2026, filed 15 May 2026.