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Institute for Wealth Management’s Liberty Global Class C LBTYK Stock Holding History

Institute for Wealth Management’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6K Buy
+1,146
New +$13.3K ﹤0.01% 1262
2025
Q4 		– Sell
-22,795
Closed -$268K – 572
2025
Q3 		$268K Buy
+22,795
New +$255K 0.03% 484
2022
Q3 		– Sell
-18,608
Closed -$411K – 488
2022
Q2 		$411K Hold
18,608
– – 0.08% 315
2022
Q1 		$482K Buy
+18,608
New +$497K 0.08% 300

Other funds holding LBTYK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Liberty Global Class C (LBTYK) in Q2 2026: 1,146 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in LBTYK as recently as Q3 2025.

Institute for Wealth Management first reported a position in LBTYK in Q1 2022 and has held it in 4 quarters since. The position peaked at $482K in Q1 2022. 279 funds tracked by Wall St. Rank hold LBTYK as of Q2 2026.

  • Institute for Wealth Management held 1,146 shares of Liberty Global Class C worth $12.6K as of Q2 2026.
  • Liberty Global Class C was a new Institute for Wealth Management position in Q2 2026.
  • Liberty Global Class C made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1262 holding.
  • Institute for Wealth Management first reported a position in Liberty Global Class C in Q1 2022 and has held it in 4 quarters since.
  • Institute for Wealth Management's Liberty Global Class C position peaked at $482K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2026.

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