JWA
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JFS Wealth Advisors’s Liberty Broadband Class C LBRDK Stock Holding History

JFS Wealth Advisors’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 		$167 Sell
5
-40
-89% -$1.56K ﹤0.01% 2180
2026
Q1 		$2.26K Hold
45
– – ﹤0.01% 1467
2025
Q4 		$2.19K Sell
45
-75
-63% -$3.9K ﹤0.01% 1518
2025
Q3 		$7.63K Sell
120
-3
-2% -$210 ﹤0.01% 977
2025
Q2 		$12.1K Buy
123
+22
+22% +$1.97K ﹤0.01% 803
2025
Q1 		$8.59K Buy
101
+3
+3% +$241 ﹤0.01% 927
2024
Q4 		$7.33K Buy
98
+46
+88% +$3.83K ﹤0.01% 965
2024
Q3 		$4.02K Buy
52
+1
+2% +$62 ﹤0.01% 1196
2024
Q2 		$2.8K Sell
51
-55
-52% -$2.84K ﹤0.01% 1305
2024
Q1 		$6.07K Sell
106
-22
-17% -$1.46K ﹤0.01% 1033
2023
Q4 		$10.3K Sell
128
-5
-4% -$420 ﹤0.01% 757
2023
Q3 		$12.1K Buy
133
+13
+11% +$1.16K ﹤0.01% 663
2023
Q2 		$9.61K Buy
120
+16
+15% +$1.24K ﹤0.01% 743
2023
Q1 		$8.5K Sell
104
-13
-11% -$1.12K ﹤0.01% 773
2022
Q4 		$8.92K Buy
117
+35
+43% +$2.85K ﹤0.01% 757
2022
Q3 		$6K Sell
82
-61
-43% -$6.49K ﹤0.01% 922
2022
Q2 		$17K Buy
143
+25
+21% +$3.05K ﹤0.01% 620
2022
Q1 		$16K Buy
118
+102
+638% +$14.9K ﹤0.01% 663
2021
Q4 		$3K Buy
+16
New +$2.63K ﹤0.01% 957

Other funds holding LBRDK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return