Stone House Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

Stone House Investment Management’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
2025 Q3	–	Sell	-4,331	Closed	-$29.5K	–	767
2025 Q2	$29.5K	Buy	4,331 +95	+2%	+$618	0.01%	189
2025 Q1	$27.7K	Buy	+4,236	New	+$29.3K	0.01%	189
2024 Q4	–	Sell	-4,034	Closed	-$28.6K	–	338
2024 Q3	$28.6K	Buy	4,034 +103	+3%	+$706	0.01%	151
2024 Q2	$26.7K	Buy	3,931 +102	+3%	+$694	0.01%	166
2024 Q1	$27.4K	Buy	3,829 +183	+5%	+$1.22K	0.01%	170
2023 Q4	$23.3K	Hold	3,646	–	–	0.01%	115
2023 Q3	$21.6K	Buy	3,646 +92	+3%	+$584	0.01%	116
2023 Q2	$23K	Buy	3,554 +86	+2%	+$525	0.01%	109
2023 Q1	$21.5K	Buy	+3,468	New	+$21.3K	0.01%	123

Other funds holding USA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Stone House Investment Management's USA Position: Q3 2025 in Review

Stone House Investment Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2025, closing a stake of 4,331 shares — an estimated $29.5K sold.

Stone House Investment Management first reported a position in USA in Q1 2023 and held it in 9 quarters. The position peaked at $29.5K in Q2 2025. 209 funds tracked by Wall St. Rank hold USA as of Q3 2025.

Stone House Investment Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2025 after selling out during the quarter.
Stone House Investment Management sold 4,331 Liberty All-Star Equity Fund shares in Q3 2025, an estimated $29.5K.
Stone House Investment Management first reported a position in Liberty All-Star Equity Fund in Q1 2023 and held it in 9 quarters.
Stone House Investment Management's Liberty All-Star Equity Fund position peaked at $29.5K in Q2 2025.
209 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2025.

Based on Stone House Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.