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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
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 		$4.91K Buy
+428
New +$4.71K ﹤0.01% 1733

Other funds holding LBTYA

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Root Financial Partners sold out of Liberty Global Class A (LBTYA) in Q2 2026, closing a stake of 731 shares — an estimated $8.84K sold.

Root Financial Partners first reported a position in LBTYA in Q3 2025 and held it in 3 quarters. The position peaked at $8.84K in Q1 2026. 297 funds tracked by Wall St. Rank hold LBTYA as of Q2 2026.

  • Root Financial Partners reported no remaining Liberty Global Class A position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 731 Liberty Global Class A shares in Q2 2026, an estimated $8.84K.
  • Root Financial Partners first reported a position in Liberty Global Class A in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Liberty Global Class A position peaked at $8.84K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2026.

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