Institute for Wealth Management’s Liberty Global Class A LBTYA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59K	Buy	+140	New	+$1.67K	﹤0.01%	1616

Other funds holding LBTYA

AACR

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

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

LIM

Lancaster Investment Management London, United Kingdom $165M AUM 8.37% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

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

SCI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Liberty Global Class A (LBTYA) in Q2 2026: 140 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #1616 among its holdings.

127 funds tracked by Wall St. Rank hold LBTYA as of Q2 2026.

Institute for Wealth Management held 140 shares of Liberty Global Class A worth $1.59K as of Q2 2026.
Liberty Global Class A was a new Institute for Wealth Management position in Q2 2026.
Liberty Global Class A made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1616 holding.
127 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2026.

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