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 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $1.03T AUM 1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Root Financial Partners's USA Position: Q1 2026 in Review

Root Financial Partners increased its Liberty All-Star Equity Fund (USA) stake by 350% in Q1 2026, buying an estimated $42 and bringing the position to 9 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

Root Financial Partners first reported a position in USA in Q3 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

Root Financial Partners held 9 shares of Liberty All-Star Equity Fund worth $50 as of Q1 2026.
Root Financial Partners bought 7 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $42.
Liberty All-Star Equity Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3377 holding.
Root Financial Partners first reported a position in Liberty All-Star Equity Fund in Q3 2025 and has held it in 3 quarters since.
220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.