LGT Financial Advisors’s Liberty Media Series A FWONA Stock Holding History

LGT Financial Advisors’s Portfolio FWONA Stock Details FWONA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88	Hold	1	–	–	﹤0.01%	216
2026 Q1	$78	Hold	1	–	–	﹤0.01%	244
2025 Q4	$89	Hold	1	–	–	﹤0.01%	253
2025 Q3	$95	Hold	1	–	–	﹤0.01%	373
2025 Q2	$95	Hold	1	–	–	﹤0.01%	600
2025 Q1	$81	Hold	1	–	–	﹤0.01%	290
2024 Q4	$84	Hold	1	–	–	﹤0.01%	705
2024 Q3	$72	Hold	1	–	–	﹤0.01%	690
2024 Q2	$64	Hold	1	–	–	﹤0.01%	766
2024 Q1	$59	Hold	1	–	–	﹤0.01%	780
2023 Q4	$58	Buy	+1	New	+$59	﹤0.01%	835

Other funds holding FWONA

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

LGT Financial Advisors's FWONA Position: Q2 2026 in Review

LGT Financial Advisors held its Liberty Media Series A (FWONA) position steady in Q2 2026 at 1 share worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #216.

LGT Financial Advisors first reported a position in FWONA in Q4 2023 and has held it in 11 quarters since. The position peaked at $95 in Q3 2025. 107 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

LGT Financial Advisors held 1 share of Liberty Media Series A worth $88 as of Q2 2026.
LGT Financial Advisors left its Liberty Media Series A share count unchanged in Q2 2026.
Liberty Media Series A made up ﹤0.01% of LGT Financial Advisors's portfolio in Q2 2026, its #216 holding.
LGT Financial Advisors first reported a position in Liberty Media Series A in Q4 2023 and has held it in 11 quarters since.
LGT Financial Advisors's Liberty Media Series A position peaked at $95 in Q3 2025.
107 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.