Integrated Wealth Concepts’s Liberty Broadband Class C LBRDK Stock Holding History

Integrated Wealth Concepts’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	$79.3K	Buy	+2,385	New	+$93K	﹤0.01%	2997
2025 Q4	–	Sell	-3,873	Closed	-$246K	–	1870
2025 Q3	$246K	Sell	3,873 -45	-1%	-$3.15K	﹤0.01%	1748
2025 Q2	$385K	Sell	3,918 -174	-4%	-$15.6K	﹤0.01%	1419
2025 Q1	$348K	Buy	4,092 +174	+4%	+$14K	﹤0.01%	1319
2024 Q4	$293K	Buy	3,918 +27	+0.7%	+$2.25K	﹤0.01%	1383
2024 Q3	$301K	Buy	+3,891	New	+$240K	﹤0.01%	1346
2024 Q1	–	Sell	-3,126	Closed	-$252K	–	1682
2023 Q4	$252K	Sell	3,126 -589	-16%	-$49.4K	﹤0.01%	1347
2023 Q3	$339K	Sell	3,715 -135	-4%	-$12K	0.01%	1166
2023 Q2	$308K	Buy	3,850 +138	+4%	+$10.7K	0.01%	1204
2023 Q1	$303K	Buy	+3,712	New	+$320K	0.01%	1053

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

Integrated Wealth Concepts's LBRDK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Liberty Broadband Class C (LBRDK) in Q2 2026: 2,385 shares worth $79.3K. The stake represents ﹤0.01% of the portfolio and ranks #2997 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LBRDK as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in LBRDK in Q1 2023 and has held it in 10 quarters since. The position peaked at $385K in Q2 2025. 353 funds tracked by Wall St. Rank hold LBRDK as of Q2 2026.

Integrated Wealth Concepts held 2,385 shares of Liberty Broadband Class C worth $79.3K as of Q2 2026.
Liberty Broadband Class C was a new Integrated Wealth Concepts position in Q2 2026.
Liberty Broadband Class C made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2997 holding.
Integrated Wealth Concepts first reported a position in Liberty Broadband Class C in Q1 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Liberty Broadband Class C position peaked at $385K in Q2 2025.
353 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.