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Wedbush Securities’s Liberty All-Star Equity Fund USA Stock Holding History

Wedbush Securities’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 		$839K Buy
151,109
+8,046
+6% +$48.1K 0.02% 515
2025
Q4 		$898K Buy
143,063
+33,651
+31% +$210K 0.03% 479
2025
Q3 		$694K Buy
109,412
+4,591
+4% +$30.3K 0.02% 545
2025
Q2 		$714K Sell
104,821
-3,012
-3% -$19.6K 0.03% 512
2025
Q1 		$706K Sell
107,833
-1,786
-2% -$12.3K 0.03% 493
2024
Q4 		$762K Sell
109,619
-59,752
-35% -$429K 0.03% 460
2024
Q3 		$1.2M Buy
169,371
+1,227
+0.7% +$8.41K 0.04% 322
2024
Q2 		$1.14M Buy
168,144
+1,351
+0.8% +$9.19K 0.04% 334
2024
Q1 		$1.19M Buy
166,793
+6,139
+4% +$41.1K 0.04% 325
2023
Q4 		$1.02M Sell
160,654
-5,231
-3% -$31.8K 0.05% 322
2023
Q3 		$982K Sell
165,885
-3,516
-2% -$22.3K 0.05% 314
2023
Q2 		$1.1M Buy
169,401
+30,998
+22% +$189K 0.05% 299
2023
Q1 		$858K Sell
138,403
-11,787
-8% -$72.4K 0.04% 368
2022
Q4 		$856K Sell
150,190
-12,403
-8% -$74.1K 0.05% 347
2022
Q3 		$899K Buy
162,593
+7,175
+5% +$46.3K 0.05% 315
2022
Q2 		$976K Buy
155,418
+9,639
+7% +$66.9K 0.05% 291
2022
Q1 		$1.18M Buy
145,779
+4,754
+3% +$36.6K 0.05% 303
2021
Q4 		$1.18M Buy
141,025
+24,037
+21% +$203K 0.05% 316
2021
Q3 		$1.01M Buy
116,988
+2,002
+2% +$17.5K 0.05% 351
2021
Q2 		$1.04M Buy
114,986
+4,395
+4% +$36.9K 0.05% 353
2021
Q1 		$844K Buy
110,591
+17,257
+18% +$126K 0.05% 382
2020
Q4 		$644K Buy
93,334
+2,046
+2% +$13.1K 0.06% 379
2020
Q3 		$549K Buy
91,288
+5,384
+6% +$32.2K 0.05% 397
2020
Q2 		$491K Buy
85,904
+1,915
+2% +$10.4K 0.05% 435
2020
Q1 		$407K Sell
83,989
-131,736
-61% -$813K 0.05% 432
2019
Q4 		$1.46M Buy
215,725
+527
+0.2% +$3.44K 0.13% 176
2019
Q3 		$1.38M Buy
215,198
+4,418
+2% +$27.9K 0.13% 178
2019
Q2 		$1.35M Buy
210,780
+10,956
+5% +$68.4K 0.14% 173
2019
Q1 		$1.22M Buy
199,824
+21,616
+12% +$128K 0.13% 183
2018
Q4 		$959K Buy
178,208
+22,181
+14% +$132K 0.12% 208
2018
Q3 		$1.06M Buy
156,027
+83,175
+114% +$553K 0.12% 196
2018
Q2 		$466K Buy
72,852
+10,159
+16% +$64.7K 0.06% 400
2018
Q1 		$384K Sell
62,693
-4,648
-7% -$29.5K 0.05% 443
2017
Q4 		$424K Sell
67,341
-108,554
-62% -$666K 0.05% 433
2017
Q3 		$1.06M Sell
175,895
-149,221
-46% -$857K 0.14% 162
2017
Q2 		$1.84M Buy
325,116
+30,744
+10% +$171K 0.24% 87
2017
Q1 		$1.61M Buy
294,372
+47,672
+19% +$258K 0.22% 92
2016
Q4 		$1.27M Buy
246,700
+63,477
+35% +$322K 0.19% 111
2016
Q3 		$949K Buy
183,223
+40,301
+28% +$208K 0.14% 159
2016
Q2 		$717K Buy
142,922
+42,768
+43% +$214K 0.12% 191
2016
Q1 		$498K Buy
100,154
+20,883
+26% +$98.7K 0.09% 264
2015
Q4 		$424K Buy
79,271
+17,179
+28% +$91.4K 0.08% 293
2015
Q3 		$315K Buy
62,092
+2,559
+4% +$14.1K 0.06% 358
2015
Q2 		$342K Buy
59,533
+24,405
+69% +$144K 0.06% 378
2015
Q1 		$205K Buy
35,128
+2,071
+6% +$12K 0.03% 577
2014
Q4 		$198K Buy
33,057
+3,388
+11% +$19.7K 0.03% 574
2014
Q3 		$173K Buy
29,669
+10,236
+53% +$60.8K 0.03% 577
2014
Q2 		$117K Buy
19,433
+292
+2% +$1.71K 0.02% 598
2014
Q1 		$113K Buy
19,141
+2,019
+12% +$11.8K 0.02% 570
2013
Q4 		$102K Sell
17,122
-4,147
-19% -$23.7K 0.02% 526
2013
Q3 		$115K Buy
21,269
+3,108
+17% +$17.1K 0.03% 498
2013
Q2 		$94K Buy
+18,161
New +$94.6K 0.03% 494

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

Wedbush Securities's USA Position: Q1 2026 in Review

Wedbush Securities increased its Liberty All-Star Equity Fund (USA) stake by 5.6% in Q1 2026, buying an estimated $48.1K and bringing the position to 151,109 shares worth $839K. The position accounts for 0.02% of the portfolio, ranked #515.

Wedbush Securities first reported a position in USA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.84M in Q2 2017. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • Wedbush Securities held 151,109 shares of Liberty All-Star Equity Fund worth $839K as of Q1 2026.
  • Wedbush Securities bought 8,046 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $48.1K.
  • Liberty All-Star Equity Fund made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #515 holding.
  • Wedbush Securities first reported a position in Liberty All-Star Equity Fund in Q2 2013 and has held it in 52 quarters since.
  • Wedbush Securities's Liberty All-Star Equity Fund position peaked at $1.84M in Q2 2017.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.