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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
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

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
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
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

Sage Capital Advisors's USA Position: Q2 2026 in Review

Sage Capital Advisors increased its Liberty All-Star Equity Fund (USA) stake by 2% in Q2 2026, buying an estimated $5.83K and bringing the position to 52,492 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #124.

Sage Capital Advisors first reported a position in USA in Q4 2021 and has held it in 19 quarters since. The position peaked at $486K in Q3 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Sage Capital Advisors held 52,492 shares of Liberty All-Star Equity Fund worth $305K as of Q2 2026.
  • Sage Capital Advisors bought 1,010 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $5.83K.
  • Liberty All-Star Equity Fund made up 0.06% of Sage Capital Advisors's portfolio in Q2 2026, its #124 holding.
  • Sage Capital Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2021 and has held it in 19 quarters since.
  • Sage Capital Advisors's Liberty All-Star Equity Fund position peaked at $486K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.