IFS Advisors
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IFS Advisors’s Charter Communications CHTR Stock Holding History

IFS 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
Q3 		$86.1K Buy
+776
New +$108K 0.03% 169

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Lind Value II ApS
Lind Value II ApS Aarhus C, Denmark $655M AUM 42.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

IFS Advisors's CHTR Position: Q3 2026 in Review

IFS Advisors opened a new position in Charter Communications (CHTR) in Q3 2026: 776 shares worth $86.1K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings.

644 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • IFS Advisors held 776 shares of Charter Communications worth $86.1K as of Q3 2026.
  • Charter Communications was a new IFS Advisors position in Q3 2026.
  • Charter Communications made up 0.03% of IFS Advisors's portfolio in Q3 2026, its #169 holding.
  • 644 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.