Holistic Financial Partners’s Liberty Broadband Class C LBRDK Stock Holding History

Holistic Financial Partners’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
2025 Q4	–	Sell	-3,174	Closed	-$202K	–	140
2025 Q3	$202K	Hold	3,174	–	–	0.08%	131
2025 Q2	$312K	Hold	3,174	–	–	0.14%	87
2025 Q1	$270K	Hold	3,174	–	–	0.13%	90
2024 Q4	$237K	Hold	3,174	–	–	0.12%	104
2024 Q3	$245K	Buy	+3,174	New	+$196K	0.12%	98
2024 Q1	–	Sell	-3,174	Closed	-$256K	–	141
2023 Q4	$256K	Hold	3,174	–	–	0.15%	87
2023 Q3	$290K	Hold	3,174	–	–	0.19%	73
2023 Q2	$254K	Hold	3,174	–	–	0.18%	79
2023 Q1	$259K	Hold	3,174	–	–	0.2%	80
2022 Q4	$242K	Hold	3,174	–	–	0.22%	79
2022 Q3	$234K	Hold	3,174	–	–	0.23%	74
2022 Q2	$367K	Hold	3,174	–	–	0.35%	44
2022 Q1	$430K	Hold	3,174	–	–	0.27%	47
2021 Q4	$511K	Hold	3,174	–	–	0.3%	44
2021 Q3	$548K	Hold	3,174	–	–	0.34%	39
2021 Q2	$551K	Hold	3,174	–	–	0.33%	43
2021 Q1	$477K	Hold	3,174	–	–	0.31%	44
2020 Q4	$503K	Buy	3,174 +901	+40%	+$137K	0.35%	40
2020 Q3	$324K	Hold	2,273	–	–	0.26%	54
2020 Q2	$282K	Hold	2,273	–	–	0.24%	50
2020 Q1	$252K	Sell	2,273 -153	-6%	-$19K	0.26%	50
2019 Q4	$305K	Hold	2,426	–	–	0.18%	73
2019 Q3	$254K	Hold	2,426	–	–	0.23%	62
2019 Q2	$253K	Hold	2,426	–	–	0.25%	58
2019 Q1	$223K	Buy	+2,426	New	+$206K	0.09%	104
2018 Q4	–	Sell	-2,426	Closed	-$205K	–	74
2018 Q3	$205K	Buy	+2,426	New	+$193K	0.19%	72
2018 Q2	–	Sell	-2,426	Closed	-$208K	–	216
2018 Q1	$208K	Hold	2,426	–	–	0.17%	67
2017 Q4	$207K	Buy	+2,426	New	+$216K	0.17%	71

Other funds holding LBRDK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Holistic Financial Partners's LBRDK Position: Q4 2025 in Review

Holistic Financial Partners sold out of Liberty Broadband Class C (LBRDK) in Q4 2025, closing a stake of 3,174 shares — an estimated $202K sold.

Holistic Financial Partners first reported a position in LBRDK in Q4 2017 and held it in 28 quarters. The position peaked at $551K in Q2 2021. 381 funds tracked by Wall St. Rank hold LBRDK as of Q4 2025.

Holistic Financial Partners reported no remaining Liberty Broadband Class C position as of Q4 2025 after selling out during the quarter.
Holistic Financial Partners sold 3,174 Liberty Broadband Class C shares in Q4 2025, an estimated $202K.
Holistic Financial Partners first reported a position in Liberty Broadband Class C in Q4 2017 and held it in 28 quarters.
Holistic Financial Partners's Liberty Broadband Class C position peaked at $551K in Q2 2021.
381 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q4 2025.

Based on Holistic Financial Partners's 13F filing for Q4 2025, filed 7 Jan 2026.