Vista Investment Partners II’s Liberty All-Star Equity Fund USA Stock Holding History

Vista Investment Partners II’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	$113K	Hold	19,525	–	–	0.04%	157
2026 Q1	$108K	Sell	19,525 -350	-2%	-$2.09K	0.05%	153
2025 Q4	$125K	Hold	19,875	–	–	0.05%	147
2025 Q3	$126K	Buy	+19,875	New	+$131K	0.06%	140

Other funds holding USA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Vista Investment Partners II's USA Position: Q2 2026 in Review

Vista Investment Partners II held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 19,525 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #157.

Vista Investment Partners II first reported a position in USA in Q3 2025 and has held it in 4 quarters since. The position peaked at $126K in Q3 2025. 130 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Vista Investment Partners II held 19,525 shares of Liberty All-Star Equity Fund worth $113K as of Q2 2026.
Vista Investment Partners II left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
Liberty All-Star Equity Fund made up 0.04% of Vista Investment Partners II's portfolio in Q2 2026, its #157 holding.
Vista Investment Partners II first reported a position in Liberty All-Star Equity Fund in Q3 2025 and has held it in 4 quarters since.
Vista Investment Partners II's Liberty All-Star Equity Fund position peaked at $126K in Q3 2025.
130 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.