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Westbourne Investments’s Liberty All-Star Equity Fund USA Stock Holding History

Westbourne Investments’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
Q3 		– Sell
-12,800
Closed -$87.2K – 163
2025
Q2 		$87.2K Buy
+12,800
New +$83.3K 0.05% 139

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Westbourne Investments's USA Position: Q3 2025 in Review

Westbourne Investments sold out of Liberty All-Star Equity Fund (USA) in Q3 2025, closing a stake of 12,800 shares — an estimated $87.2K sold.

Westbourne Investments first reported a position in USA in Q2 2025 and held it in 1 quarter. The position peaked at $87.2K in Q2 2025. 209 funds tracked by Wall St. Rank hold USA as of Q3 2025.

  • Westbourne Investments reported no remaining Liberty All-Star Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 12,800 Liberty All-Star Equity Fund shares in Q3 2025, an estimated $87.2K.
  • Westbourne Investments first reported a position in Liberty All-Star Equity Fund in Q2 2025 and held it in 1 quarter.
  • Westbourne Investments's Liberty All-Star Equity Fund position peaked at $87.2K in Q2 2025.
  • 209 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.