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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
Q2 		$25.2M Sell
4,332,937
-863,302
-17% -$4.98M 1.2% 17
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 -$818K – 265
2019
Q2 		$818K 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

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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
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
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
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Rivernorth Capital Management reduced its Liberty All-Star Equity Fund (USA) stake by 17% in Q2 2026, selling an estimated $4.98M and leaving 4,332,937 shares worth $25.2M. The position accounts for 1.2% of the portfolio, ranked #17.

Rivernorth Capital Management first reported a position in USA in Q2 2013 and has held it in 29 quarters since. The position peaked at $61.4M in Q4 2017. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Rivernorth Capital Management held 4,332,937 shares of Liberty All-Star Equity Fund worth $25.2M as of Q2 2026.
  • Rivernorth Capital Management sold 863,302 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $4.98M.
  • Liberty All-Star Equity Fund made up 1.2% of Rivernorth Capital Management's portfolio in Q2 2026, its #17 holding.
  • Rivernorth Capital Management first reported a position in Liberty All-Star Equity Fund in Q2 2013 and has held it in 29 quarters since.
  • Rivernorth Capital Management's Liberty All-Star Equity Fund position peaked at $61.4M in Q4 2017.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Rivernorth Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.