Root Financial Partners
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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
Q3 		$3.41K Buy
+36
New +$3.56K ﹤0.01% 2390
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

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Boussard & Gavaudan Gestion SAS
Boussard & Gavaudan Gestion SAS Paris, France $1.29B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets New York $22.4B AUM 40.52% 1-Year Est. Return

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

Root Financial Partners opened a new position in Liberty Live Group Series A (LLYVA) in Q3 2026: 36 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #2390 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LLYVA as recently as Q1 2026.

Root Financial Partners first reported a position in LLYVA in Q3 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold LLYVA as of Q3 2026.

  • Root Financial Partners held 36 shares of Liberty Live Group Series A worth $3.41K as of Q3 2026.
  • Liberty Live Group Series A was a new Root Financial Partners position in Q3 2026.
  • Liberty Live Group Series A made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2390 holding.
  • Root Financial Partners first reported a position in Liberty Live Group Series A in Q3 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q3 2026.

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