OF
FWONK icon

Optimize Financial’s Liberty Media Series C FWONK Stock Holding History

Optimize Financial’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 		$591K Sell
6,211
-21
-0.3% -$1.88K 0.21% 98
2026
Q1 		$530K Sell
6,232
-8,690
-58% -$760K 0.26% 89
2025
Q4 		$1.47M Buy
14,922
+212
+1% +$20.8K 0.74% 20
2025
Q3 		$1.54M Buy
+14,710
New +$1.49M 0.8% 20

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

Optimize Financial's FWONK Position: Q2 2026 in Review

Optimize Financial reduced its Liberty Media Series C (FWONK) stake by 0.34% in Q2 2026, selling an estimated $1.88K and leaving 6,211 shares worth $591K. The position accounts for 0.21% of the portfolio, ranked #98.

Optimize Financial first reported a position in FWONK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.54M in Q3 2025. 631 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • Optimize Financial held 6,211 shares of Liberty Media Series C worth $591K as of Q2 2026.
  • Optimize Financial sold 21 Liberty Media Series C shares in Q2 2026, an estimated $1.88K.
  • Liberty Media Series C made up 0.21% of Optimize Financial's portfolio in Q2 2026, its #98 holding.
  • Optimize Financial first reported a position in Liberty Media Series C in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Liberty Media Series C position peaked at $1.54M in Q3 2025.
  • 631 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.