BOLTON SECURITIES CORPORATION’s Liberty All-Star Equity Fund USA Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$101K	Buy	+17,567	New	+$104K	﹤0.01%	1125

Other funds holding USA

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

RPO LLC Stamford, Connecticut $93.2M AUM 4.13% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's USA Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Liberty All-Star Equity Fund (USA) in Q3 2026: 17,567 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings.

161 funds tracked by Wall St. Rank hold USA as of Q3 2026.

BOLTON SECURITIES CORPORATION held 17,567 shares of Liberty All-Star Equity Fund worth $101K as of Q3 2026.
Liberty All-Star Equity Fund was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1125 holding.
161 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.