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Root Financial Partners’s Liberty Media Series C FWONK Stock Holding History

Root Financial Partners’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
-494
Closed -$42K – 1469
2026
Q1 		$42K Buy
494
+35
+8% +$3.06K ﹤0.01% 954
2025
Q4 		$45.2K Buy
459
+64
+16% +$6.28K ﹤0.01% 756
2025
Q3 		$41.3K Buy
+395
New +$40.1K ﹤0.01% 739

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JT
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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

Root Financial Partners's FWONK Position: Q2 2026 in Review

Root Financial Partners sold out of Liberty Media Series C (FWONK) in Q2 2026, closing a stake of 494 shares — an estimated $42K sold.

Root Financial Partners first reported a position in FWONK in Q3 2025 and held it in 3 quarters. The position peaked at $45.2K in Q4 2025. 630 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • Root Financial Partners reported no remaining Liberty Media Series C position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 494 Liberty Media Series C shares in Q2 2026, an estimated $42K.
  • Root Financial Partners first reported a position in Liberty Media Series C in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Liberty Media Series C position peaked at $45.2K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.