PWPS
LBTYK icon

Pinnacle Wealth Planning Services’s Liberty Global Class C LBTYK Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q1 		$1.21K Sell
103
-2
-2% -$23 ﹤0.01% 2527
2025
Q4 		$1.16K Buy
+105
New +$1.17K ﹤0.01% 2567
2021
Q1 		– Sell
-1,043
Closed -$25K – 1220
2020
Q4 		$25K Buy
+1,043
New +$22.6K 0.01% 1073
2018
Q1 		– Sell
-2,322
Closed -$79K – 179
2017
Q4 		$79K Buy
+2,322
New +$71.3K 0.16% 106

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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