Fi3 Financial Advisors’s Charter Communications CHTR Stock Holding History

Fi3 Financial Advisors’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$754K	Buy	+11,751	New	+$1.96M	0.18%	60

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fi3 Financial Advisors's CHTR Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Charter Communications (CHTR) in Q2 2026: 11,751 shares worth $754K. The stake represents 0.18% of the portfolio and ranks #60 among its holdings.

783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Fi3 Financial Advisors held 11,751 shares of Charter Communications worth $754K as of Q2 2026.
Charter Communications was a new Fi3 Financial Advisors position in Q2 2026.
Charter Communications made up 0.18% of Fi3 Financial Advisors's portfolio in Q2 2026, its #60 holding.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.