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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
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

Other funds holding FWONK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Root Financial Partners increased its Liberty Media Series C (FWONK) stake by 7.6% in Q1 2026, buying an estimated $3.06K and bringing the position to 494 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Root Financial Partners first reported a position in FWONK in Q3 2025 and has held it in 3 quarters since. The position peaked at $45.2K in Q4 2025. 611 funds tracked by Wall St. Rank hold FWONK as of Q1 2026.

  • Root Financial Partners held 494 shares of Liberty Media Series C worth $42K as of Q1 2026.
  • Root Financial Partners bought 35 Liberty Media Series C shares in Q1 2026, an estimated $3.06K.
  • Liberty Media Series C made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #954 holding.
  • Root Financial Partners first reported a position in Liberty Media Series C in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Liberty Media Series C position peaked at $45.2K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2026.

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