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Lloyd Advisory Services’s Liberty Media Series C FWONK Stock Holding History

Lloyd Advisory Services’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29
Closed -$2.47K – 769
2026
Q1 		$2.47K Buy
+29
New +$2.54K ﹤0.01% 639
2022
Q1 		– Sell
-31
Closed -$2K – 624
2021
Q4 		$2K Buy
+31
New +$1.74K ﹤0.01% 376

Other funds holding FWONK

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JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

Lloyd Advisory Services's FWONK Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Liberty Media Series C (FWONK) in Q2 2026, closing a stake of 29 shares — an estimated $2.47K sold.

Lloyd Advisory Services first reported a position in FWONK in Q4 2021 and held it in 2 quarters. The position peaked at $2.47K in Q1 2026. 630 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Liberty Media Series C position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 29 Liberty Media Series C shares in Q2 2026, an estimated $2.47K.
  • Lloyd Advisory Services first reported a position in Liberty Media Series C in Q4 2021 and held it in 2 quarters.
  • Lloyd Advisory Services's Liberty Media Series C position peaked at $2.47K in Q1 2026.
  • 630 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.