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Fiduciary Alliance LLC → USA

Fiduciary Alliance LLC USA Position History

Liberty All-Star Equity Fund

Quarters held
4
Latest value
$63K
Q3 2026
Peak value
$68K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$68K
Q1 2026$64K
Q2 2026$63K
Q3 2026$63K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$63K10.9K——
Q2 2026$63K10.9K——
Q1 2026$64K10.9K——
Q4 2025$68K10.9K——

Other funds holding USA

Other Fiduciary Alliance LLC positions

AAPL

Apple

$65.9M
AAPL

Apple

$61.7M
SPY

SPDR S&P 500 ETF TRUST

$56.3M
MSFT

Microsoft

$56.2M
AAPL

Apple

$53.9M
AAPL

Apple

$50.4M
MSFT

Microsoft

$47.5M
JPM-PM

JPMorgan Chase

$43.7M