Evelyn Partners Group Ltd’s Liberty All-Star Equity Fund USA Stock Holding History

Evelyn Partners Group Ltd’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	$128	Buy	+22	New	+$127	﹤0.01%	542

Other funds holding USA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

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

SFS

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Evelyn Partners Group Ltd's USA Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 22 shares worth $128. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

139 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Evelyn Partners Group Ltd held 22 shares of Liberty All-Star Equity Fund worth $128 as of Q2 2026.
Liberty All-Star Equity Fund was a new Evelyn Partners Group Ltd position in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #542 holding.
139 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.