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Merit Financial Group’s Liberty Media Series C FWONK Stock Holding History

Merit Financial Group’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 		$308K Buy
3,240
+435
+16% +$38.9K ﹤0.01% 1792
2026
Q1 		$238K Sell
2,805
-1,101
-28% -$96.2K ﹤0.01% 1803
2025
Q4 		$385K Sell
3,906
-226
-5% -$22.2K ﹤0.01% 1434
2025
Q3 		$432K Sell
4,132
-627
-13% -$63.6K ﹤0.01% 1270
2025
Q2 		$497K Buy
4,759
+1,933
+68% +$180K 0.01% 1108
2025
Q1 		$254K Buy
+2,826
New +$262K ﹤0.01% 1190

Other funds holding FWONK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Merit Financial Group's FWONK Position: Q2 2026 in Review

Merit Financial Group increased its Liberty Media Series C (FWONK) stake by 16% in Q2 2026, buying an estimated $38.9K and bringing the position to 3,240 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Merit Financial Group first reported a position in FWONK in Q1 2025 and has held it in 6 quarters since. The position peaked at $497K in Q2 2025. 628 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • Merit Financial Group held 3,240 shares of Liberty Media Series C worth $308K as of Q2 2026.
  • Merit Financial Group bought 435 Liberty Media Series C shares in Q2 2026, an estimated $38.9K.
  • Liberty Media Series C made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1792 holding.
  • Merit Financial Group first reported a position in Liberty Media Series C in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Liberty Media Series C position peaked at $497K in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.