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Roble Belko & Company’s Liberty All-Star Equity Fund USA Stock Holding History

Roble Belko & Company’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 		$1K Hold
100
– – ﹤0.01% 439
2026
Q1 		$1K Hold
100
– – ﹤0.01% 435
2025
Q4 		$1K Buy
+100
New +$623 ﹤0.01% 444

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 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
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Roble Belko & Company's USA Position: Q2 2026 in Review

Roble Belko & Company held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Roble Belko & Company first reported a position in USA in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Roble Belko & Company held 100 shares of Liberty All-Star Equity Fund worth $1K as of Q2 2026.
  • Roble Belko & Company left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #439 holding.
  • Roble Belko & Company first reported a position in Liberty All-Star Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.