Holistic Financial Partners’s Liberty Global Class C LBTYK Stock Holding History

Holistic Financial Partners’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
2025 Q4	–	Sell	-10,162	Closed	-$119K	–	141
2025 Q3	$119K	Hold	10,162	–	–	0.05%	135
2025 Q2	$105K	Hold	10,162	–	–	0.05%	125
2025 Q1	$122K	Hold	10,162	–	–	0.06%	118
2024 Q4	$134K	Hold	10,162	–	–	0.07%	116
2024 Q3	$220K	Hold	10,162	–	–	0.11%	108
2024 Q2	$181K	Hold	10,162	–	–	0.09%	114
2024 Q1	$179K	Hold	10,162	–	–	0.09%	131
2023 Q4	$189K	Hold	10,162	–	–	0.11%	115
2023 Q3	$189K	Hold	10,162	–	–	0.13%	101
2023 Q2	$181K	Hold	10,162	–	–	0.13%	104
2023 Q1	$207K	Hold	10,162	–	–	0.16%	95
2022 Q4	$197K	Hold	10,162	–	–	0.18%	88
2022 Q3	$168K	Hold	10,162	–	–	0.17%	84
2022 Q2	$224K	Hold	10,162	–	–	0.21%	78
2022 Q1	$263K	Hold	10,162	–	–	0.17%	85
2021 Q4	$285K	Hold	10,162	–	–	0.17%	87
2021 Q3	$299K	Hold	10,162	–	–	0.18%	79
2021 Q2	$275K	Hold	10,162	–	–	0.16%	89
2021 Q1	$260K	Hold	10,162	–	–	0.17%	90
2020 Q4	$240K	Hold	10,162	–	–	0.17%	87
2020 Q3	$209K	Hold	10,162	–	–	0.17%	84
2020 Q2	$219K	Hold	10,162	–	–	0.19%	69
2020 Q1	$160K	Sell	10,162 -106	-1%	-$1.99K	0.17%	65
2019 Q4	$224K	Sell	10,268 -346	-3%	-$7.78K	0.13%	100
2019 Q3	$253K	Hold	10,614	–	–	0.22%	63
2019 Q2	$282K	Hold	10,614	–	–	0.28%	46
2019 Q1	$257K	Buy	10,614 +99	+0.9%	+$2.35K	0.11%	94
2018 Q4	$217K	Hold	10,515	–	–	0.23%	55
2018 Q3	$296K	Buy	10,515 +231	+2%	+$6.24K	0.28%	47
2018 Q2	$274K	Hold	10,284	–	–	0.31%	23
2018 Q1	$313K	Hold	10,284	–	–	0.26%	37
2017 Q4	$348K	Buy	+10,284	New	+$316K	0.29%	37

Other funds holding LBTYK

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Holistic Financial Partners sold out of Liberty Global Class C (LBTYK) in Q4 2025, closing a stake of 10,162 shares — an estimated $119K sold.

Holistic Financial Partners first reported a position in LBTYK in Q4 2017 and held it in 32 quarters. The position peaked at $348K in Q4 2017. 263 funds tracked by Wall St. Rank hold LBTYK as of Q4 2025.

Holistic Financial Partners reported no remaining Liberty Global Class C position as of Q4 2025 after selling out during the quarter.
Holistic Financial Partners sold 10,162 Liberty Global Class C shares in Q4 2025, an estimated $119K.
Holistic Financial Partners first reported a position in Liberty Global Class C in Q4 2017 and held it in 32 quarters.
Holistic Financial Partners's Liberty Global Class C position peaked at $348K in Q4 2017.
263 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2025.

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