Triumph Capital Management’s Liberty All-Star Equity Fund USA Stock Holding History

Triumph Capital 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
2026 Q2	$123K	Sell	21,146 -4,760	-18%	-$27.5K	0.02%	447
2026 Q1	$144K	Sell	25,906 -37,392	-59%	-$223K	0.03%	390
2025 Q4	$398K	Sell	63,298 -62,311	-50%	-$388K	0.09%	201
2025 Q3	$796K	Buy	125,609 +18,735	+18%	+$124K	0.21%	105
2025 Q2	$728K	Buy	106,874 +6,325	+6%	+$41.1K	0.22%	110
2025 Q1	$659K	Buy	100,549 +9,577	+11%	+$66.2K	0.22%	117
2024 Q4	$632K	Buy	90,972 +119	+0.1%	+$855	0.22%	117
2024 Q3	$645K	Buy	+90,853	New	+$623K	0.23%	110

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

Triumph Capital Management's USA Position: Q2 2026 in Review

Triumph Capital Management reduced its Liberty All-Star Equity Fund (USA) stake by 18% in Q2 2026, selling an estimated $27.5K and leaving 21,146 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #447.

Triumph Capital Management first reported a position in USA in Q3 2024 and has held it in 8 quarters since. The position peaked at $796K in Q3 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Triumph Capital Management held 21,146 shares of Liberty All-Star Equity Fund worth $123K as of Q2 2026.
Triumph Capital Management sold 4,760 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $27.5K.
Liberty All-Star Equity Fund made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #447 holding.
Triumph Capital Management first reported a position in Liberty All-Star Equity Fund in Q3 2024 and has held it in 8 quarters since.
Triumph Capital Management's Liberty All-Star Equity Fund position peaked at $796K in Q3 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.