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Liberty All-Star Growth Fund shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Liberty All-Star Growth Fund (ASG) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Liberty All-Star Growth Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Growth Fund held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Growth Fund by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $661k 121k 5.47

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Top funds holding Liberty All-Star Growth Fund

Karpus Investment Management
Shaker Financial Services
1607 Capital Partners
LPL Financial
Wolverine Asset Management
Rpo
Almitas Capital
Saba Capital Management
Blue Bell Private Wealth Management
Wells Fargo & Company
Boothbay Fund Management
PMG Family Office
Calamos Advisors
Two Sigma Investments
Integrated Wealth Concepts

View all funds holding Liberty All-Star Growth Fund