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Legend Financial Advisors’s Liberty Global Class C LBTYK Stock Holding History

Legend Financial 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
2025
Q3 		– Sell
-236
Closed -$2.43K – 101
2025
Q2 		$2.43K Buy
+236
New +$2.44K ﹤0.01% 153
2025
Q1 		– Sell
-236
Closed -$3.1K – 148
2024
Q4 		$3.1K Hold
236
– – ﹤0.01% 182
2024
Q3 		$5.1K Hold
236
– – ﹤0.01% 126
2024
Q2 		$4.21K Hold
236
– – ﹤0.01% 197
2024
Q1 		$4.16K Hold
236
– – ﹤0.01% 162
2023
Q4 		$4.4K Hold
236
– – ﹤0.01% 157
2023
Q3 		$4.38K Hold
236
– – ﹤0.01% 165
2023
Q2 		$4.19K Hold
236
– – ﹤0.01% 186
2023
Q1 		$4.81K Hold
236
– – ﹤0.01% 187
2022
Q4 		$4.58K Hold
236
– – ﹤0.01% 202
2022
Q3 		$3.89K Buy
+236
New +$5K ﹤0.01% 189

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return