Root Financial Partners
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Root Financial Partners’s Liberty Global Class A LBTYA Stock Holding History

Root Financial Partners’s Portfolio LBTYA Stock Details LBTYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.21K Buy
+1,009
New +$10.5K ﹤0.01% 1954
2026
Q2 		– Sell
-731
Closed -$8.84K – 1936
2026
Q1 		$8.84K Buy
731
+272
+59% +$3.17K ﹤0.01% 1733
2025
Q4 		$5.11K Buy
459
+31
+7% +$343 ﹤0.01% 1759
2025
Q3 		$4.9K Buy
+428
New +$4.71K ﹤0.01% 1733

Other funds holding LBTYA

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Dimensional Fund Advisors
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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wolf Hill Capital Management
Wolf Hill Capital Management Greenwich, Connecticut $844M AUM 70.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Lancaster Investment Management
Lancaster Investment Management London, United Kingdom $164M AUM 17.44% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's LBTYA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Liberty Global Class A (LBTYA) in Q3 2026: 1,009 shares worth $9.21K. The stake represents ﹤0.01% of the portfolio and ranks #1954 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LBTYA as recently as Q1 2026.

Root Financial Partners first reported a position in LBTYA in Q3 2025 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold LBTYA as of Q3 2026.

  • Root Financial Partners held 1,009 shares of Liberty Global Class A worth $9.21K as of Q3 2026.
  • Liberty Global Class A was a new Root Financial Partners position in Q3 2026.
  • Liberty Global Class A made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1954 holding.
  • Root Financial Partners first reported a position in Liberty Global Class A in Q3 2025 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held Liberty Global Class A as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.