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Valmark Advisers’s Liberty All-Star Equity Fund USA Stock Holding History

Valmark Advisers’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 		$236K Buy
+42,497
New +$254K ﹤0.01% 630

Other funds holding USA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIA
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 $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Valmark Advisers's USA Position: Q1 2026 in Review

Valmark Advisers opened a new position in Liberty All-Star Equity Fund (USA) in Q1 2026: 42,497 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings.

220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • Valmark Advisers held 42,497 shares of Liberty All-Star Equity Fund worth $236K as of Q1 2026.
  • Liberty All-Star Equity Fund was a new Valmark Advisers position in Q1 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #630 holding.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.