JFS Wealth Advisors’s Liberty Global Class C LBTYK Stock Holding History

JFS Wealth Advisors’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	$1.06K	Hold	96	–	–	﹤0.01%	1795
2026 Q1	$1.13K	Sell	96 -30	-24%	-$344	﹤0.01%	1647
2025 Q4	$1.39K	Buy	126 +39	+45%	+$434	﹤0.01%	1641
2025 Q3	$1.02K	Buy	87 +30	+53%	+$336	﹤0.01%	1625
2025 Q2	$588	Sell	57 -45	-44%	-$466	﹤0.01%	1665
2025 Q1	$1.22K	Buy	102 +83	+437%	+$999	﹤0.01%	1609
2024 Q4	$250	Sell	19 -69	-78%	-$1.19K	﹤0.01%	1836
2024 Q3	$1.9K	Buy	88 +21	+31%	+$415	﹤0.01%	1511
2024 Q2	$1.2K	Buy	+67	New	+$1.17K	﹤0.01%	1625
2016 Q2	–	Sell	-52	Closed	-$2K	–	569
2016 Q1	$2K	Buy	+52	New	+$1.58K	﹤0.01%	521
2015 Q3	–	Sell	-148	Closed	-$6K	–	527
2015 Q2	$6K	Hold	148	–	–	﹤0.01%	396
2015 Q1	$6K	Hold	148	–	–	﹤0.01%	401
2014 Q4	$6K	Hold	148	–	–	﹤0.01%	423
2014 Q3	$5K	Hold	148	–	–	﹤0.01%	385
2014 Q2	$5K	Buy	+148	New	+$4.89K	﹤0.01%	373

Other funds holding LBTYK

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

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JFS Wealth Advisors's LBTYK Position: Q2 2026 in Review

JFS Wealth Advisors held its Liberty Global Class C (LBTYK) position steady in Q2 2026 at 96 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

JFS Wealth Advisors first reported a position in LBTYK in Q2 2014 and has held it in 15 quarters since. The position peaked at $6K in Q2 2015. 279 funds tracked by Wall St. Rank hold LBTYK as of Q2 2026.

JFS Wealth Advisors held 96 shares of Liberty Global Class C worth $1.06K as of Q2 2026.
JFS Wealth Advisors left its Liberty Global Class C share count unchanged in Q2 2026.
Liberty Global Class C made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1795 holding.
JFS Wealth Advisors first reported a position in Liberty Global Class C in Q2 2014 and has held it in 15 quarters since.
JFS Wealth Advisors's Liberty Global Class C position peaked at $6K in Q2 2015.
279 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.