JFS Wealth Advisors’s Liberty Broadband Class A LBRDA Stock Holding History

JFS Wealth Advisors’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	–	Sell	-3	Closed	-$151	–	2280
2026 Q1	$151	Hold	3	–	–	﹤0.01%	1833
2025 Q4	$145	Buy	3 +2	+200%	+$104	﹤0.01%	1877
2025 Q3	$64	Sell	1 -7	-88%	-$487	﹤0.01%	1859
2025 Q2	$783	Sell	8 -1	-11%	-$89	﹤0.01%	1622
2025 Q1	$765	Hold	9	–	–	﹤0.01%	1699
2024 Q4	$670	Buy	9 +8	+800%	+$662	﹤0.01%	1742
2024 Q3	$77	Hold	1	–	–	﹤0.01%	1914
2024 Q2	$55	Sell	1 -1	-50%	-$52	﹤0.01%	1952
2024 Q1	$115	Sell	2 -3	-60%	-$198	﹤0.01%	1937
2023 Q4	$404	Sell	5 -1	-17%	-$84	﹤0.01%	1834
2023 Q3	$546	Buy	6 +1	+20%	+$89	﹤0.01%	1735
2023 Q2	$399	Buy	5 +1	+25%	+$77	﹤0.01%	1791
2023 Q1	$329	Sell	4 -1	-20%	-$86	﹤0.01%	1773
2022 Q4	$379	Buy	5 +3	+150%	+$244	﹤0.01%	1774
2022 Q3	$0	Sell	2 -7	-78%	-$741	﹤0.01%	1835
2022 Q2	$1K	Buy	9 +4	+80%	+$470	﹤0.01%	1568
2022 Q1	$1K	Buy	5 +3	+150%	+$428	﹤0.01%	1671
2021 Q4	$0	Buy	+2	New	+$324	﹤0.01%	1805

Other funds holding LBRDA

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Ares Financial Consulting Calabasas, California $139M AUM