StoneX Group’s Liberty All-Star Equity Fund USA Stock Holding History

StoneX Group’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	$79.3K	Sell	14,297 -68,844	-83%	-$411K	﹤0.01%	797
2025 Q4	$533K	Buy	83,141 +17,970	+28%	+$112K	0.02%	510
2025 Q3	$413K	Buy	65,171 +694	+1%	+$4.58K	0.02%	601
2025 Q2	$439K	Sell	64,477 -9,079	-12%	-$59.1K	0.02%	542
2025 Q1	$482K	Sell	73,556 -9,362	-11%	-$64.7K	0.03%	477
2024 Q4	$578K	Buy	82,918 +72,576	+702%	+$522K	0.03%	432
2024 Q3	$73.4K	Buy	+10,342	New	+$70.9K	0.03%	323
2024 Q2	–	Sell	-12,219	Closed	-$87.4K	–	444
2024 Q1	$87.4K	Buy	+12,219	New	+$81.7K	0.05%	298

Other funds holding USA

Raymond James Financial

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

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 $376B AUM 19.32% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return

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