Balance Wealth
LLYVK icon

Balance Wealth’s Liberty Live Group Series C LLYVK Stock Holding History

Balance Wealth’s Portfolio LLYVK Stock Details LLYVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$424 Buy
+4
New +$409 ﹤0.01% 906

Other funds holding LLYVK

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Balance Wealth's LLYVK Position: Q3 2026 in Review

Balance Wealth opened a new position in Liberty Live Group Series C (LLYVK) in Q3 2026: 4 shares worth $424. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

230 funds tracked by Wall St. Rank hold LLYVK as of Q3 2026.

  • Balance Wealth held 4 shares of Liberty Live Group Series C worth $424 as of Q3 2026.
  • Liberty Live Group Series C was a new Balance Wealth position in Q3 2026.
  • Liberty Live Group Series C made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #906 holding.
  • 230 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.