JWA
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JFS Wealth Advisors’s Liberty Global Class A LBTYA Stock Holding History

JFS Wealth Advisors’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 		$1.32K Hold
116
– – ﹤0.01% 1738
2026
Q1 		$1.4K Sell
116
-13
-10% -$151 ﹤0.01% 1595
2025
Q4 		$1.44K Buy
129
+44
+52% +$487 ﹤0.01% 1633
2025
Q3 		$975 Buy
85
+20
+31% +$220 ﹤0.01% 1634
2025
Q2 		$651 Sell
65
-39
-38% -$392 ﹤0.01% 1649
2025
Q1 		$1.2K Buy
104
+87
+512% +$1.01K ﹤0.01% 1612
2024
Q4 		$217 Sell
17
-66
-80% -$1.1K ﹤0.01% 1845
2024
Q3 		$1.75K Buy
83
+22
+36% +$424 ﹤0.01% 1542
2024
Q2 		$1.06K Buy
+61
New +$1.03K ﹤0.01% 1656
2015
Q3 		– Sell
-48
Closed -$2K – 526
2015
Q2 		$2K Hold
48
– – ﹤0.01% 466
2015
Q1 		$2K Hold
48
– – ﹤0.01% 461
2014
Q4 		$2K Hold
48
– – ﹤0.01% 481
2014
Q3 		$2K Hold
48
– – ﹤0.01% 434
2014
Q2 		$2K Buy
+48
New +$1.68K ﹤0.01% 431

Other funds holding LBTYA

LIM
Lancaster Investment Management London, United Kingdom $165M AUM 8.37% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return