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Steward Partners Investment Advisory’s Liberty All-Star Equity Fund USA Stock Holding History

Steward Partners Investment Advisory’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 		$1.06M Buy
191,316
+177,413
+1,276% +$1.06M 0.01% 1138
2025
Q4 		$87.3K Sell
13,903
-29,876
-68% -$186K ﹤0.01% 2374
2025
Q3 		$278K Sell
43,779
-4,570
-9% -$30.2K ﹤0.01% 1697
2025
Q2 		$329K Sell
48,349
-201,050
-81% -$1.31M ﹤0.01% 1511
2025
Q1 		$1.63M Buy
249,399
+52,494
+27% +$363K 0.01% 732
2024
Q4 		$1.37M Buy
196,905
+15,262
+8% +$110K 0.01% 761
2024
Q3 		$1.29M Buy
181,643
+8,863
+5% +$60.8K 0.01% 770
2024
Q2 		$1.17M Buy
172,780
+11,778
+7% +$80.1K 0.01% 760
2024
Q1 		$1.15M Sell
161,002
-631
-0.4% -$4.22K 0.01% 739
2023
Q4 		$1.03M Buy
161,633
+50,896
+46% +$309K 0.01% 711
2023
Q3 		$656K Buy
110,737
+29,464
+36% +$187K 0.01% 826
2023
Q2 		$526K Buy
81,273
+40,050
+97% +$245K 0.01% 915
2023
Q1 		$256K Sell
41,223
-3,370
-8% -$20.7K ﹤0.01% 1174
2022
Q4 		$254K Sell
44,593
-241
-0.5% -$1.44K ﹤0.01% 1142
2022
Q3 		$248K Buy
44,834
+1,109
+3% +$7.16K ﹤0.01% 1114
2022
Q2 		$275K Buy
43,725
+805
+2% +$5.58K 0.01% 1073
2022
Q1 		$347K Buy
42,920
+2,878
+7% +$22.1K 0.01% 1065
2021
Q4 		$336K Buy
40,042
+22,130
+124% +$187K 0.01% 1089
2021
Q3 		$154K Buy
17,912
+3,441
+24% +$30K ﹤0.01% 1378
2021
Q2 		$131K Sell
14,471
-1,513
-9% -$12.7K ﹤0.01% 1896
2021
Q1 		$122K Sell
15,984
-3,087
-16% -$22.5K ﹤0.01% 1523
2020
Q4 		$132K Buy
19,071
+9,506
+99% +$61K ﹤0.01% 1253
2020
Q3 		$57K Sell
9,565
-2,445
-20% -$14.6K ﹤0.01% 1449
2020
Q2 		$69K Sell
12,010
-76
-0.6% -$411 ﹤0.01% 1284
2020
Q1 		$58K Sell
12,086
-6,418
-35% -$39.6K ﹤0.01% 1209
2019
Q4 		$125K Sell
18,504
-1,833
-9% -$12K ﹤0.01% 1037
2019
Q3 		$130K Sell
20,337
-1,177
-5% -$7.43K ﹤0.01% 991
2019
Q2 		$138K Sell
21,514
-2,950
-12% -$18.4K 0.01% 932
2019
Q1 		$149K Buy
24,464
+444
+2% +$2.63K 0.01% 760
2018
Q4 		$129K Sell
24,020
-247
-1% -$1.47K 0.01% 735
2018
Q3 		$165K Buy
24,267
+7,176
+42% +$47.7K 0.01% 775
2018
Q2 		$109K Buy
17,091
+123
+0.7% +$783 0.01% 817
2018
Q1 		$104K Buy
16,968
+904
+6% +$5.75K 0.01% 764
2017
Q4 		$101K Sell
16,064
-4,682
-23% -$28.7K 0.01% 636
2017
Q3 		$125K Sell
20,746
-18,408
-47% -$106K 0.01% 507
2017
Q2 		$221K Buy
39,154
+7,867
+25% +$43.7K 0.02% 387
2017
Q1 		$170K Buy
31,287
+26,362
+535% +$143K 0.03% 345
2016
Q4 		$25K Buy
+4,925
New +$25K 0.01% 420

Other funds holding USA

Raymond James Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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 $1.03B AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Man Group
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

Steward Partners Investment Advisory's USA Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Liberty All-Star Equity Fund (USA) stake by 1,276% in Q1 2026, buying an estimated $1.06M and bringing the position to 191,316 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1138.

Steward Partners Investment Advisory first reported a position in USA in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.63M in Q1 2025. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • Steward Partners Investment Advisory held 191,316 shares of Liberty All-Star Equity Fund worth $1.06M as of Q1 2026.
  • Steward Partners Investment Advisory bought 177,413 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $1.06M.
  • Liberty All-Star Equity Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1138 holding.
  • Steward Partners Investment Advisory first reported a position in Liberty All-Star Equity Fund in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Liberty All-Star Equity Fund position peaked at $1.63M in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.