AF
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Allworth Financial’s Liberty Live Group Series A LLYVA Stock Holding History

Allworth Financial’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8K Buy
249
+18
+8% +$1.58K ﹤0.01% 2901
2025
Q4 		$18.8K Sell
231
-7
-3% -$583 ﹤0.01% 2867
2025
Q3 		$22.4K Buy
238
+43
+22% +$3.78K ﹤0.01% 2634
2025
Q2 		$15.5K Buy
195
+8
+4% +$581 ﹤0.01% 2673
2025
Q1 		$13.1K Sell
187
-4
-2% -$279 ﹤0.01% 2300
2024
Q4 		$13.2K Buy
191
+29
+18% +$1.8K ﹤0.01% 2325
2024
Q3 		$8.02K Buy
162
+1
+0.6% +$39 ﹤0.01% 2356
2024
Q2 		$5.95K Sell
161
-38
-19% -$1.42K ﹤0.01% 2437
2024
Q1 		$8.43K Buy
199
+37
+23% +$1.38K ﹤0.01% 2176
2023
Q4 		$5.92K Sell
162
-1
-0.6% -$33 ﹤0.01% 2203
2023
Q3 		$5.2K Buy
+163
New +$5.35K ﹤0.01% 2085

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM