Root Financial Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Root Financial Partners’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	–	Sell	-9	Closed	-$50	–	3039
2026 Q1	$50	Buy	9 +7	+350%	+$42	﹤0.01%	3377
2025 Q4	$10	Hold	2	–	–	﹤0.01%	2421
2025 Q3	$10	Buy	+2	New	+$13	﹤0.01%	2288

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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 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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Root Financial Partners's USA Position: Q2 2026 in Review

Root Financial Partners sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 9 shares — an estimated $50 sold.

Root Financial Partners first reported a position in USA in Q3 2025 and held it in 3 quarters. The position peaked at $50 in Q1 2026. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Root Financial Partners reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 9 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $50.
Root Financial Partners first reported a position in Liberty All-Star Equity Fund in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Liberty All-Star Equity Fund position peaked at $50 in Q1 2026.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.