Institute for Wealth Management’s Liberty Broadband Class A LBRDA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.89K	Buy	+117	New	+$4.55K	﹤0.01%	1497

Other funds holding LBRDA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

SCI

S&CO Inc Boston, Massachusetts $1.73B AUM 26.69% 1-Year Est. Return

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

State Board of Administration of Florida Retirement System Tallahassee, Florida $60.3B AUM 42.74% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Liberty Broadband Class A (LBRDA) in Q2 2026: 117 shares worth $3.89K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings.

73 funds tracked by Wall St. Rank hold LBRDA as of Q2 2026.

Institute for Wealth Management held 117 shares of Liberty Broadband Class A worth $3.89K as of Q2 2026.
Liberty Broadband Class A was a new Institute for Wealth Management position in Q2 2026.
Liberty Broadband Class A made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1497 holding.
73 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q2 2026.

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