Institute for Wealth Management’s Liberty Media Series C FWONK Stock Holding History

Institute for Wealth Management’s Portfolio FWONK Stock Details FWONK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.81K	Buy	+55	New	+$4.92K	﹤0.01%	1431

Other funds holding FWONK

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Munro Partners Melbourne, Australia $4.54B AUM 84.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Institute for Wealth Management's FWONK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Liberty Media Series C (FWONK) in Q2 2026: 55 shares worth $5.81K. The stake represents ﹤0.01% of the portfolio and ranks #1431 among its holdings.

301 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

Institute for Wealth Management held 55 shares of Liberty Media Series C worth $5.81K as of Q2 2026.
Liberty Media Series C was a new Institute for Wealth Management position in Q2 2026.
Liberty Media Series C made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1431 holding.
301 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.