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ASG

ASG

Liberty All-Star Growth Fund, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
28
Partial Q3 2026
Total 13F value
$18.9M
Filed positions so far
New positions
5
This quarter
Sold positions
2
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Shaker Financial Services, Llc

$8.3M1.64M2.74%+7.5%

Wolverine Asset Management Llc

$4M784.2K0.03%+26.6%

Blue Bell Private Wealth Management, Llc

$2.8M549.4K0.33%+26.7%

Absolute Investment Advisers, Llc

$988K195.6K0.09%+74.2%

Pmg Family Office Llc

$790K156.4K0.73%-21.0%

Calamos Advisors Llc

$453K89.7K0.00%-51.4%

Wedbush Securities Inc

$372K73.6K0.01%-1.3%

Kestra Private Wealth Services, Llc

$270K53.6K0.00%+1.5%

Smith Asset Management Co., Llc

$202K40.0K0.16%-0.7%

Oppenheimer & Co Inc

$124K24.5K0.00%+2.2%

Burke & Herbert Bank & Trust Co

$92K18.2K0.02%-35.5%

Decision Investments, Inc

$87K17.2K0.08%Unchanged

Tactive Advisors, Llc

$74K14.7K0.02%New Position

Independent Financial Group, Llc

$72K14.4K0.00%+20.6%

Integrity Alliance, Llc.

$71K14.0K0.00%+1.4%

David J Yvars Group

$69K13.6K0.03%New Position

Lvz, Inc.

$54K10.7K0.01%Unchanged

Nwf Advisory Services Inc.

$52K10.3K0.00%+2.2%

Farther Finance Advisors, Llc

$25K4.9K0.00%Unchanged

Community Financial Services Group, Llc

$21K4.2K0.00%Unchanged

Cassaday & Co Wealth Management Llc

$18K3.6K0.00%New Position

Lanark Financial, Inc.

$14K2.7K0.00%+1.3%

Armstrong Advisory Group, Inc

$10K1.9K0.00%Unchanged

Highline Wealth Partners Llc

$5K1.0K0.00%Unchanged

Hughes Financial Services, Llc

$5931170.00%Unchanged

United Community Bank

$404800.00%New Position

Provenance Wealth Advisors, Llc

$1630.00%New Position

Physician Wealth Advisors, Inc.

$1430.00%Unchanged

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