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Liberty All-Star Equity Fund shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Procyon Private Wealth Partners 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $160k 26k 6.28

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPLG)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPBO)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Procyon Private Wealth Partners

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Raymond James Financial
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
Wolverine Asset Management

View all funds holding Liberty All-Star Equity Fund