LIBERTY ALL-STAR GROWTH FD — Institutional Ownership
Which tracked institutions hold ASG, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
10
Funds holding
$4474431
Total value held
Buying
7 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | $2102401 | 396679 | -29743 | -6.98% |
| 2 | Morgan Stanley | $613837 | 129228 | +24394 | +23.27% |
| 3 | Ameriprise Financial Inc | $526666 | 110877 | +19916 | +21.90% |
| 4 | Invesco Ltd. | $317730 | 59949 | — | NEW BUY |
| 5 | Pnc Financial Services Group, Inc. | $309558 | 65170 | +9320 | +16.69% |
| 6 | Raymond James Financial Inc | $258055 | 54327 | +2248 | +4.32% |
| 7 | Bank Of America Corp /De/ | $142884 | 30081 | -10148 | -25.23% |
| 8 | Atlantic Union Bankshares Corp | $93418 | 17626 | — | Held |
| 9 | Us Bancorp \De\ | $88882 | 18712 | +414 | +2.26% |
| 10 | Royal Bank Of Canada | $21000 | 4440 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.