Cerity Partners
LBTYK icon

Cerity Partners’s Liberty Global Class C LBTYK Stock Holding History

Cerity Partners’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$409K Buy
+37,190
New +$431K ﹤0.01% 2557
2023
Q2 		– Sell
-3,201
Closed -$5.23M – 1821
2023
Q1 		$5.23M Buy
+3,201
New +$67.4K 0.01% 488

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BG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cerity Partners's LBTYK Position: Q2 2026 in Review

Cerity Partners opened a new position in Liberty Global Class C (LBTYK) in Q2 2026: 37,190 shares worth $409K. The stake represents ﹤0.01% of the portfolio and ranks #2557 among its holdings. This is a return to the name: Cerity Partners previously reported a position in LBTYK as recently as Q1 2023.

Cerity Partners first reported a position in LBTYK in Q1 2023 and has held it in 2 quarters since. The position peaked at $5.23M in Q1 2023. 279 funds tracked by Wall St. Rank hold LBTYK as of Q2 2026.

  • Cerity Partners held 37,190 shares of Liberty Global Class C worth $409K as of Q2 2026.
  • Liberty Global Class C was a new Cerity Partners position in Q2 2026.
  • Liberty Global Class C made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2557 holding.
  • Cerity Partners first reported a position in Liberty Global Class C in Q1 2023 and has held it in 2 quarters since.
  • Cerity Partners's Liberty Global Class C position peaked at $5.23M in Q1 2023.
  • 279 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.