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Liberty All-Star Equity Fund shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Liberty All-Star Equity Fund

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All positions including Liberty All-Star Equity Fund held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $117k 19k 6.34
2025-06-30 $103k 15k 6.81

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View all positions for Kapstone Financial Advisors

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Raymond James Financial
Morgan Stanley
Rivernorth Capital Management
Royal Bank of Canada
Ameriprise Financial
Janney Montgomery Scott
Shaker Financial Services
Cornerstone Advisors
Penserra Capital Management
Readystate Asset Management
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Polar Securities

View all funds holding Liberty All-Star Equity Fund