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Root Financial Partners’s Liberty Live Group Series A LLYVA Stock Holding History

Root Financial Partners’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$2.11K – 1966
2026
Q1 		$2.11K Buy
23
+19
+475% +$1.67K ﹤0.01% 2292
2025
Q4 		$326 Hold
4
– – ﹤0.01% 2255
2025
Q3 		$377 Buy
+4
New +$352 ﹤0.01% 2168

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Root Financial Partners sold out of Liberty Live Group Series A (LLYVA) in Q2 2026, closing a stake of 23 shares — an estimated $2.11K sold.

Root Financial Partners first reported a position in LLYVA in Q3 2025 and held it in 3 quarters. The position peaked at $2.11K in Q1 2026. 248 funds tracked by Wall St. Rank hold LLYVA as of Q2 2026.

  • Root Financial Partners reported no remaining Liberty Live Group Series A position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 Liberty Live Group Series A shares in Q2 2026, an estimated $2.11K.
  • Root Financial Partners first reported a position in Liberty Live Group Series A in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Liberty Live Group Series A position peaked at $2.11K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q2 2026.

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