Center for Financial Planning’s Liberty Media Series C FWONK Stock Holding History

Center for Financial Planning’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	$1.9K	Hold	20	–	–	﹤0.01%	588
2026 Q1	$1.7K	Hold	20	–	–	﹤0.01%	582
2025 Q4	$1.97K	Hold	20	–	–	﹤0.01%	610
2025 Q3	$2.09K	Hold	20	–	–	﹤0.01%	590
2025 Q2	$2.09K	Hold	20	–	–	﹤0.01%	555
2025 Q1	$1.8K	Hold	20	–	–	﹤0.01%	593
2024 Q4	$1.85K	Hold	20	–	–	﹤0.01%	545
2024 Q3	$1.55K	Hold	20	–	–	﹤0.01%	509
2024 Q2	$1.44K	Hold	20	–	–	﹤0.01%	517
2024 Q1	$1.31K	Hold	20	–	–	﹤0.01%	545
2023 Q4	$1.26K	Hold	20	–	–	﹤0.01%	475
2023 Q3	$1.25K	Sell	20 -1	-5%	-$69	﹤0.01%	473
2023 Q2	$1.51K	Hold	21	–	–	﹤0.01%	508
2023 Q1	$1.5K	Hold	21	–	–	﹤0.01%	467
2022 Q4	$1.2K	Hold	21	–	–	﹤0.01%	480
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	595
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	501
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	503
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	509
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	472
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	476
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	508
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	451
2020 Q3	$1K	Hold	21	–	–	﹤0.01%	424
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	428
2020 Q1	$1K	Hold	21	–	–	﹤0.01%	530
2019 Q4	$1K	Buy	+21	New	+$875	﹤0.01%	440

Other funds holding FWONK

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Center for Financial Planning held its Liberty Media Series C (FWONK) position steady in Q2 2026 at 20 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Center for Financial Planning first reported a position in FWONK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.09K in Q2 2025. 112 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

Center for Financial Planning held 20 shares of Liberty Media Series C worth $1.9K as of Q2 2026.
Center for Financial Planning left its Liberty Media Series C share count unchanged in Q2 2026.
Liberty Media Series C made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #588 holding.
Center for Financial Planning first reported a position in Liberty Media Series C in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Liberty Media Series C position peaked at $2.09K in Q2 2025.
112 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

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