Steward Partners Investment Advisory, LLC
Position in USA — Liberty All Star Equity Fund
CIK 1723397
STAMFORD, CT
Position in USA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,292,637
+$230,834 QoQ
Shares Held
222,485
+16.3% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. USA ranks #64 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in USA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,292,637 | 222,485 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,061,803 | 191,316 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $87,310 | 13,903 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $277,558 | 43,779 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $329,256 | 48,349 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,633,563 | 249,399 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,368,489 | 196,905 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,289,665 | 181,643 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,174,904 | 172,780 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,151,164 | 161,002 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,031,218 | 161,633 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $655,563 | 110,737 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $525,836 | 81,273 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $255,582 | 41,223 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $254,180 | 44,593 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $247,932 | 44,834 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $274,593 | 43,725 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $346,793 | 42,920 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $335,551 | 40,042 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $154,043 | 17,912 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $130,817 | 14,471 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $121,957 | 15,984 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $131,589 | 19,071 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $57,485 | 9,565 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $68,697 | 12,010 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $58,496 | 12,086 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||