ASG

Liberty All-star Growth Fd

Latest period2026 - Q2Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 9 superinvestors own shares of Liberty All-star Growth Fd (ASG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Liberty All-star Growth Fd (ASG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Liberty All-star Growth Fd (ASG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Liberty All-star Growth Fd (ASG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Robert Shaker@Shaker Financial Services, Llc
Recent Activity
Decreased -16.69%
2.62%
$8.356M
1.528M shares@ 5.48 avg price
BENJAMIN S. SMITH@Smith Asset Management Co., Llc
Recent Activity
Decreased -2.78%
0.18%
$220,042
40,227 shares@ 5.48 avg price
Dave Reichert@Decision Investments, Inc
Recent Activity
0.09%
$93,975
17,180 shares@ 5.48 avg price
Brian Dennen@Independent Financial Group, Llc
Recent Activity
Decreased -14.28%
0.01%
$65,138
11,908 shares@ 5.48 avg price
Ryan Vander Zwart@Lvz, Inc.
Recent Activity
Decreased -54.01%
0.01%
$58,534
10,701 shares@ 5.47 avg price
Joseph P. Preddy@Community Financial Services Group, Llc
Recent Activity
0.01%
$22,783
4,165 shares@ 5.48 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
0.01%
$10,509
1,921 shares@ 5.48 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
0.01%
$5,470
1,000 shares@ 5.47 avg price
August Santillo@Jfs Wealth Advisors, Llc
Recent Activity
New Position
0.01%
$586
107 shares@ 5.48 avg price

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