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LBTYK icon

EverSource Wealth Advisors’s Liberty Global Class C LBTYK Stock Holding History

EverSource Wealth Advisors’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 		$10.9K Sell
992
-68
-6% -$787 ﹤0.01% 2863
2026
Q1 		$12.4K Sell
1,060
-419
-28% -$4.8K ﹤0.01% 2795
2025
Q4 		$16.3K Sell
1,479
-903
-38% -$10K ﹤0.01% 2518
2025
Q3 		$28K Buy
2,382
+797
+50% +$8.92K ﹤0.01% 2109
2025
Q2 		$16.3K Buy
1,585
+1,580
+31,600% +$16.4K ﹤0.01% 2458
2025
Q1 		$60 Hold
5
– – ﹤0.01% 3884
2024
Q4 		$66 Sell
5
-64
-93% -$1.1K ﹤0.01% 3609
2024
Q3 		$1.49K Sell
69
-94
-58% -$1.86K ﹤0.01% 2621
2024
Q2 		$3.28K Sell
163
-860
-84% -$15K ﹤0.01% 2369
2024
Q1 		$16.7K Buy
1,023
+571
+126% +$11K ﹤0.01% 1451
2023
Q4 		$8.43K Sell
452
-3,104
-87% -$53.8K ﹤0.01% 1645
2023
Q3 		$66K Buy
3,556
+55
+2% +$1.06K 0.01% 715
2023
Q2 		$62.2K Buy
3,501
+1,540
+79% +$28.7K 0.01% 753
2023
Q1 		$40K Hold
1,961
– – 0.01% 868
2022
Q4 		$38.1K Sell
1,961
-36
-2% -$681 0.01% 858
2022
Q3 		$33K Sell
1,997
-906
-31% -$19.2K 0.01% 743
2022
Q2 		$64K Buy
+2,903
New +$70.8K 0.02% 531

Other funds holding LBTYK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's LBTYK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Liberty Global Class C (LBTYK) stake by 6.4% in Q2 2026, selling an estimated $787 and leaving 992 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

EverSource Wealth Advisors first reported a position in LBTYK in Q2 2022 and has held it in 17 quarters since. The position peaked at $66K in Q3 2023. 279 funds tracked by Wall St. Rank hold LBTYK as of Q2 2026.

  • EverSource Wealth Advisors held 992 shares of Liberty Global Class C worth $10.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 68 Liberty Global Class C shares in Q2 2026, an estimated $787.
  • Liberty Global Class C made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2863 holding.
  • EverSource Wealth Advisors first reported a position in Liberty Global Class C in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Liberty Global Class C position peaked at $66K in Q3 2023.
  • 279 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.