Institute for Wealth Management’s Liberty Broadband Class C LBRDK Stock Holding History

Institute for Wealth Management’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
2026 Q2	$7.37K	Buy	+222	New	+$8.65K	﹤0.01%	1388
2022 Q1	–	Sell	-1,280	Closed	-$206K	–	555
2021 Q4	$206K	Hold	1,280	–	–	0.03%	469
2021 Q3	$221K	Hold	1,280	–	–	0.04%	443
2021 Q2	$222K	Buy	+1,280	New	+$206K	0.04%	440
2021 Q1	–	Sell	-1,282	Closed	-$203K	–	479
2020 Q4	$203K	Buy	+1,282	New	+$195K	0.04%	425

Other funds holding LBRDK

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Liberty Broadband Class C (LBRDK) in Q2 2026: 222 shares worth $7.37K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in LBRDK as recently as Q4 2021.

Institute for Wealth Management first reported a position in LBRDK in Q4 2020 and has held it in 5 quarters since. The position peaked at $222K in Q2 2021. 353 funds tracked by Wall St. Rank hold LBRDK as of Q2 2026.

Institute for Wealth Management held 222 shares of Liberty Broadband Class C worth $7.37K as of Q2 2026.
Liberty Broadband Class C was a new Institute for Wealth Management position in Q2 2026.
Liberty Broadband Class C made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1388 holding.
Institute for Wealth Management first reported a position in Liberty Broadband Class C in Q4 2020 and has held it in 5 quarters since.
Institute for Wealth Management's Liberty Broadband Class C position peaked at $222K in Q2 2021.
353 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2026.

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