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Bell Investment Advisors’s Liberty Media Series C FWONK Stock Holding History

Bell Investment Advisors’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7K Buy
375
+82
+28% +$7.33K 0.01% 338
2026
Q1 		$24.9K Sell
293
-8
-3% -$699 ﹤0.01% 392
2025
Q4 		$29.7K Buy
301
+3
+1% +$294 ﹤0.01% 343
2025
Q3 		$31.1K Buy
298
+5
+2% +$507 0.01% 319
2025
Q2 		$30.6K Buy
293
+6
+2% +$558 0.01% 323
2025
Q1 		$25.8K Hold
287
– – ﹤0.01% 325
2024
Q4 		$26.6K Hold
287
– – 0.01% 324
2024
Q3 		$22.2K Hold
287
– – ﹤0.01% 374
2024
Q2 		$20.6K Hold
287
– – ﹤0.01% 389
2024
Q1 		$18.8K Hold
287
– – ﹤0.01% 392
2023
Q4 		$18.1K Sell
287
-10
-3% -$654 ﹤0.01% 379
2023
Q3 		$18.5K Sell
297
-14
-5% -$961 ﹤0.01% 326
2023
Q2 		$22.7K Sell
311
-8
-3% -$569 0.01% 291
2023
Q1 		$23K Buy
319
+22
+7% +$1.49K 0.01% 277
2022
Q4 		$17.2K Sell
297
-9
-3% -$515 ﹤0.01% 333
2022
Q3 		$17K Sell
306
-24
-7% -$1.48K 0.01% 289
2022
Q2 		$20K Buy
+330
New +$20.2K 0.01% 259
2021
Q4 		$19K Buy
305
+17
+6% +$955 0.01% 322
2021
Q3 		$14K Buy
+288
New +$13.6K ﹤0.01% 368

Other funds holding FWONK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

Bell Investment Advisors's FWONK Position: Q2 2026 in Review

Bell Investment Advisors increased its Liberty Media Series C (FWONK) stake by 28% in Q2 2026, buying an estimated $7.33K and bringing the position to 375 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #338.

Bell Investment Advisors first reported a position in FWONK in Q3 2021 and has held it in 19 quarters since. 627 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • Bell Investment Advisors held 375 shares of Liberty Media Series C worth $35.7K as of Q2 2026.
  • Bell Investment Advisors bought 82 Liberty Media Series C shares in Q2 2026, an estimated $7.33K.
  • Liberty Media Series C made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #338 holding.
  • Bell Investment Advisors first reported a position in Liberty Media Series C in Q3 2021 and has held it in 19 quarters since.
  • 627 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.