Dougherty Wealth Advisers’s Liberty Broadband Class C LBRDK Stock Holding History

Dougherty Wealth Advisers’s Portfolio LBRDK Stock Details LBRDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.6K	Hold	801	–	–	0.01%	90
2026 Q1	$40.3K	Hold	801	–	–	0.03%	84
2025 Q4	$38.9K	Hold	801	–	–	0.02%	92
2025 Q3	$50.9K	Hold	801	–	–	0.03%	81
2025 Q2	$78.8K	Hold	801	–	–	0.05%	68
2025 Q1	$68.1K	Hold	801	–	–	0.05%	69
2024 Q4	$59.9K	Hold	801	–	–	0.05%	74
2024 Q3	$61.9K	Hold	801	–	–	0.05%	71
2024 Q2	$43.9K	Hold	801	–	–	0.04%	80
2024 Q1	$45.8K	Hold	801	–	–	0.04%	79
2023 Q4	$64.6K	Hold	801	–	–	0.06%	74
2023 Q3	$73.1K	Hold	801	–	–	0.08%	67
2023 Q2	$64.2K	Hold	801	–	–	0.09%	72
2023 Q1	$65.4K	Hold	801	–	–	0.1%	74
2022 Q4	$61.1K	Hold	801	–	–	0.1%	77
2022 Q3	$59K	Hold	801	–	–	0.12%	72
2022 Q2	$93K	Hold	801	–	–	0.17%	62
2022 Q1	$108K	Hold	801	–	–	0.16%	66
2021 Q4	$129K	Hold	801	–	–	0.18%	60
2021 Q3	$138K	Hold	801	–	–	0.21%	50
2021 Q2	$139K	Hold	801	–	–	0.21%	51
2021 Q1	$120K	Hold	801	–	–	0.18%	55
2020 Q4	$127K	Buy	801 +66	+9%	+$10K	0.2%	50
2020 Q3	$105K	Hold	735	–	–	0.36%	52
2020 Q2	$91K	Hold	735	–	–	0.33%	61
2020 Q1	$81K	Hold	735	–	–	0.32%	61
2019 Q4	$92K	Hold	735	–	–	0.28%	70
2019 Q3	$77K	Hold	735	–	–	0.25%	79
2019 Q2	$77K	Hold	735	–	–	0.22%	88
2019 Q1	$67K	Hold	735	–	–	0.23%	82
2018 Q4	$65K	Buy	+735	New	+$58.9K	0.21%	86

Other funds holding LBRDK

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dougherty Wealth Advisers's LBRDK Position: Q2 2026 in Review

Dougherty Wealth Advisers held its Liberty Broadband Class C (LBRDK) position steady in Q2 2026 at 801 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #90.

Dougherty Wealth Advisers first reported a position in LBRDK in Q4 2018 and has held it in 31 quarters since. The position peaked at $139K in Q2 2021. 353 funds tracked by Wall St. Rank hold LBRDK as of Q2 2026.

Dougherty Wealth Advisers held 801 shares of Liberty Broadband Class C worth $26.6K as of Q2 2026.
Dougherty Wealth Advisers left its Liberty Broadband Class C share count unchanged in Q2 2026.
Liberty Broadband Class C made up 0.01% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #90 holding.
Dougherty Wealth Advisers first reported a position in Liberty Broadband Class C in Q4 2018 and has held it in 31 quarters since.
Dougherty Wealth Advisers's Liberty Broadband Class C position peaked at $139K in Q2 2021.
353 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.