SCA
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Sage Capital Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Sage Capital Advisors’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
Q3 		$309K Buy
53,603
+1,111
+2% +$6.55K 0.06% 127
2026
Q2 		$305K Buy
52,492
+1,010
+2% +$5.83K 0.06% 124
2026
Q1 		$286K Buy
51,482
+3,523
+7% +$21.1K 0.07% 118
2025
Q4 		$301K Buy
47,959
+314
+0.7% +$1.96K 0.07% 116
2025
Q3 		$302K Sell
47,645
-216
-0.5% -$1.43K 0.07% 120
2025
Q2 		$326K Sell
47,861
-4,538
-9% -$29.5K 0.08% 116
2025
Q1 		$343K Sell
52,399
-4,097
-7% -$28.3K 0.09% 109
2024
Q4 		$393K Sell
56,496
-11,937
-17% -$85.8K 0.1% 107
2024
Q3 		$486K Buy
68,433
+4,675
+7% +$32.1K 0.13% 96
2024
Q2 		$434K Buy
63,758
+5,593
+10% +$38K 0.12% 101
2024
Q1 		$416K Buy
58,165
+2,201
+4% +$14.7K 0.12% 101
2023
Q4 		$357K Sell
55,964
-9,177
-14% -$55.8K 0.12% 98
2023
Q3 		$386K Buy
65,141
+3,433
+6% +$21.8K 0.14% 87
2023
Q2 		$399K Buy
61,708
+797
+1% +$4.87K 0.14% 89
2023
Q1 		$378K Buy
60,911
+11,869
+24% +$72.9K 0.14% 86
2022
Q4 		$280K Buy
49,042
+1,748
+4% +$10.4K 0.12% 107
2022
Q3 		$262K Buy
47,294
+35,080
+287% +$227K 0.13% 101
2022
Q2 		$77K Buy
12,214
+304
+3% +$2.11K 0.04% 103
2022
Q1 		$94K Buy
11,910
+1,556
+15% +$12K 0.04% 106
2021
Q4 		$84K Buy
+10,354
New +$87.4K 0.03% 104

Other funds holding USA

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Sage Capital Advisors's USA Position: Q3 2026 in Review

Sage Capital Advisors increased its Liberty All-Star Equity Fund (USA) stake by 2.1% in Q3 2026, buying an estimated $6.55K and bringing the position to 53,603 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #127.

Sage Capital Advisors first reported a position in USA in Q4 2021 and has held it in 20 quarters since. The position peaked at $486K in Q3 2024. 13 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • Sage Capital Advisors held 53,603 shares of Liberty All-Star Equity Fund worth $309K as of Q3 2026.
  • Sage Capital Advisors bought 1,111 Liberty All-Star Equity Fund shares in Q3 2026, an estimated $6.55K.
  • Liberty All-Star Equity Fund made up 0.06% of Sage Capital Advisors's portfolio in Q3 2026, its #127 holding.
  • Sage Capital Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2021 and has held it in 20 quarters since.
  • Sage Capital Advisors's Liberty All-Star Equity Fund position peaked at $486K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on Sage Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.