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 Q2	–	Sell	-14,297	Closed	-$79.3K	–	1573
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	0.01%	600
2024 Q2	–	Sell	-12,219	Closed	-$87.4K	–	745
2024 Q1	$87.4K	Buy	+12,219	New	+$81.7K	0.01%	552

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

StoneX Group's USA Position: Q2 2026 in Review

StoneX Group sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 14,297 shares — an estimated $79.3K sold.

StoneX Group first reported a position in USA in Q1 2024 and held it in 8 quarters. The position peaked at $578K in Q4 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

StoneX Group reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
StoneX Group sold 14,297 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $79.3K.
StoneX Group first reported a position in Liberty All-Star Equity Fund in Q1 2024 and held it in 8 quarters.
StoneX Group's Liberty All-Star Equity Fund position peaked at $578K in Q4 2024.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.