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Liberty All-Star Equity Fund shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $109k 19k 5.81
2025-12-31 $70k 11k 6.30
2025-09-30 $64k 10k 6.34
2025-06-30 $68k 10k 6.81

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View all positions for Summit Financial

Top funds holding Liberty All-Star Equity Fund

Raymond James Financial
Morgan Stanley
Rivernorth Capital Management
Saba Capital Management
LPL Financial
Karpus Investment Management
Royal Bank of Canada
Absolute Investment Advisers
Man Group
Janney Montgomery Scott
Shaker Financial Services
Ameriprise Financial
1607 Capital Partners
Allspring Global Investments Holdings
Guggenheim Capital, LLC Managers

View all funds holding Liberty All-Star Equity Fund