United Community Bank’s Liberty All-Star Equity Fund USA Stock Holding History

United Community Bank’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	$114K	Buy	19,588 +499	+3%	+$2.88K	0.04%	269
2026 Q1	$106K	Buy	19,089 +1,050	+6%	+$6.28K	0.04%	272
2025 Q4	$113K	Hold	18,039	–	–	0.04%	221
2025 Q3	$114K	Buy	18,039 +478	+3%	+$3.16K	0.04%	255
2025 Q2	$120K	Buy	17,561 +383	+2%	+$2.49K	0.04%	232
2025 Q1	$113K	Buy	17,178 +821	+5%	+$5.67K	0.04%	238
2024 Q4	$114K	Hold	16,357	–	–	0.04%	232
2024 Q3	$116K	Buy	16,357 +418	+3%	+$2.87K	0.05%	235
2024 Q2	$108K	Buy	15,939 +15,550	+3,997%	+$106K	0.04%	250
2024 Q1	$2.78K	Buy	+389	New	+$2.6K	﹤0.01%	344

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

United Community Bank's USA Position: Q2 2026 in Review

United Community Bank increased its Liberty All-Star Equity Fund (USA) stake by 2.6% in Q2 2026, buying an estimated $2.88K and bringing the position to 19,588 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #269.

United Community Bank first reported a position in USA in Q1 2024 and has held it in 10 quarters since. The position peaked at $120K in Q2 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

United Community Bank held 19,588 shares of Liberty All-Star Equity Fund worth $114K as of Q2 2026.
United Community Bank bought 499 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $2.88K.
Liberty All-Star Equity Fund made up 0.04% of United Community Bank's portfolio in Q2 2026, its #269 holding.
United Community Bank first reported a position in Liberty All-Star Equity Fund in Q1 2024 and has held it in 10 quarters since.
United Community Bank's Liberty All-Star Equity Fund position peaked at $120K in Q2 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.