CFFP
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Center for Financial Planning’s Liberty Media Series A FWONA Stock Holding History

Center for Financial Planning’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$876 Hold
10
– – ﹤0.01% 615
2026
Q1 		$781 Hold
10
– – ﹤0.01% 613
2025
Q4 		$894 Hold
10
– – ﹤0.01% 641
2025
Q3 		$953 Hold
10
– – ﹤0.01% 617
2025
Q2 		$950 Hold
10
– – ﹤0.01% 598
2025
Q1 		$815 Hold
10
– – ﹤0.01% 652
2024
Q4 		$841 Hold
10
– – ﹤0.01% 618
2024
Q3 		$716 Hold
10
– – ﹤0.01% 533
2024
Q2 		$643 Hold
10
– – ﹤0.01% 543
2024
Q1 		$588 Hold
10
– – ﹤0.01% 570
2023
Q4 		$580 Hold
10
– – ﹤0.01% 499
2023
Q3 		$566 Hold
10
– – ﹤0.01% 492
2023
Q2 		$677 Hold
10
– – ﹤0.01% 534
2023
Q1 		$675 Hold
10
– – ﹤0.01% 493
2022
Q4 		$534 Hold
10
– – ﹤0.01% 506
2022
Q3 		$1K Hold
10
– – ﹤0.01% 594
2022
Q2 		$1K Hold
10
– – ﹤0.01% 500
2022
Q1 		$1K Hold
10
– – ﹤0.01% 502
2021
Q4 		$1K Hold
10
– – ﹤0.01% 508
2021
Q3 		$0 Hold
10
– – ﹤0.01% 503
2021
Q2 		$0 Hold
10
– – ﹤0.01% 512
2021
Q1 		$0 Hold
10
– – ﹤0.01% 531
2020
Q4 		$0 Hold
10
– – ﹤0.01% 473
2020
Q3 		$0 Hold
10
– – ﹤0.01% 456
2020
Q2 		$0 Hold
10
– – ﹤0.01% 497
2020
Q1 		$0 Hold
10
– – ﹤0.01% 581
2019
Q4 		$0 Buy
+10
New +$393 ﹤0.01% 458

Other funds holding FWONA

CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Center for Financial Planning's FWONA Position: Q2 2026 in Review

Center for Financial Planning held its Liberty Media Series A (FWONA) position steady in Q2 2026 at 10 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Center for Financial Planning first reported a position in FWONA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1K in Q3 2022. 58 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

  • Center for Financial Planning held 10 shares of Liberty Media Series A worth $876 as of Q2 2026.
  • Center for Financial Planning left its Liberty Media Series A share count unchanged in Q2 2026.
  • Liberty Media Series A made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #615 holding.
  • Center for Financial Planning first reported a position in Liberty Media Series A in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Liberty Media Series A position peaked at $1K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.