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Shaker Financial Services, LLC → USA
Shaker Financial Services, LLC USA Position History
Liberty All-Star Equity Fund
Quarters held
5
Latest value
$7.7M
Q3 2026
Peak value
$9.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.3M |
| Q4 2025 | $6.9M |
| Q1 2026 | $5.3M |
| Q2 2026 | $9.6M |
| Q3 2026 | $7.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.7M | 1.33M | — | — |
| Q2 2026 | $9.6M | 1.65M | — | — |
| Q1 2026 | $5.3M | 948.5K | — | — |
| Q4 2025 | $6.9M | 1.09M | — | — |
| Q3 2025 | $8.3M | 1.31M | — | — |
Other funds holding USA
$23M
$22.4M
$21.6M
$21.5M
$21.2M
$21.1M
$21.1M
$20.3M