Von Berge Wealth Management Group’s Liberty All-Star Equity Fund USA Stock Holding History

Von Berge Wealth Management Group’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
2025 Q2	–	Sell	-22,532	Closed	-$141K	–	67
2025 Q1	$141K	Hold	22,532	–	–	0.09%	62
2024 Q4	$161K	Buy	+22,532	New	+$162K	0.1%	63

Other funds holding USA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SFS

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

Von Berge Wealth Management Group's USA Position: Q2 2025 in Review

Von Berge Wealth Management Group sold out of Liberty All-Star Equity Fund (USA) in Q2 2025, closing a stake of 22,532 shares — an estimated $141K sold.

Von Berge Wealth Management Group first reported a position in USA in Q4 2024 and held it in 2 quarters. The position peaked at $161K in Q4 2024. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

Von Berge Wealth Management Group reported no remaining Liberty All-Star Equity Fund position as of Q2 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 22,532 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $141K.
Von Berge Wealth Management Group first reported a position in Liberty All-Star Equity Fund in Q4 2024 and held it in 2 quarters.
Von Berge Wealth Management Group's Liberty All-Star Equity Fund position peaked at $161K in Q4 2024.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q2 2025, filed 24 Jul 2025.