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EP Wealth Advisors’s Liberty Global Class A LBTYA Stock Holding History

EP Wealth Advisors’s Portfolio LBTYA Stock Details LBTYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Sell
10,045
-703
-7% -$8.18K ﹤0.01% 1449
2025
Q4 		$120K Buy
+10,748
New +$119K ﹤0.01% 1441

Other funds holding LBTYA

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EP Wealth Advisors's LBTYA Position: Q1 2026 in Review

EP Wealth Advisors reduced its Liberty Global Class A (LBTYA) stake by 6.5% in Q1 2026, selling an estimated $8.18K and leaving 10,045 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

EP Wealth Advisors first reported a position in LBTYA in Q4 2025 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold LBTYA as of Q1 2026.

  • EP Wealth Advisors held 10,045 shares of Liberty Global Class A worth $121K as of Q1 2026.
  • EP Wealth Advisors sold 703 Liberty Global Class A shares in Q1 2026, an estimated $8.18K.
  • Liberty Global Class A made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1449 holding.
  • EP Wealth Advisors first reported a position in Liberty Global Class A in Q4 2025 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Liberty Global Class A as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.