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Root Financial Partners’s Liberty Media Series A FWONA Stock Holding History

Root Financial Partners’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
Q1 		$6.64K Buy
85
+25
+42% +$2K ﹤0.01% 1839
2025
Q4 		$5.36K Buy
60
+1
+2% +$90 ﹤0.01% 1746
2025
Q3 		$5.62K Buy
+59
New +$5.39K ﹤0.01% 1680

Other funds holding FWONA

LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Root Financial Partners's FWONA Position: Q1 2026 in Review

Root Financial Partners increased its Liberty Media Series A (FWONA) stake by 42% in Q1 2026, buying an estimated $2K and bringing the position to 85 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Root Financial Partners first reported a position in FWONA in Q3 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold FWONA as of Q1 2026.

  • Root Financial Partners held 85 shares of Liberty Media Series A worth $6.64K as of Q1 2026.
  • Root Financial Partners bought 25 Liberty Media Series A shares in Q1 2026, an estimated $2K.
  • Liberty Media Series A made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1839 holding.
  • Root Financial Partners first reported a position in Liberty Media Series A in Q3 2025 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.