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Root Financial Partners’s Liberty Live Group Series C LLYVK Stock Holding History

Root Financial Partners’s Portfolio LLYVK Stock Details LLYVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-22
Closed -$2.07K – 1967
2026
Q1 		$2.07K Buy
22
+17
+340% +$1.53K ﹤0.01% 2299
2025
Q4 		$416 Hold
5
– – ﹤0.01% 2229
2025
Q3 		$485 Buy
+5
New +$452 ﹤0.01% 2155

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LP
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VH
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Principal Financial Group
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Root Financial Partners sold out of Liberty Live Group Series C (LLYVK) in Q2 2026, closing a stake of 22 shares — an estimated $2.07K sold.

Root Financial Partners first reported a position in LLYVK in Q3 2025 and held it in 3 quarters. The position peaked at $2.07K in Q1 2026. 324 funds tracked by Wall St. Rank hold LLYVK as of Q2 2026.

  • Root Financial Partners reported no remaining Liberty Live Group Series C position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 Liberty Live Group Series C shares in Q2 2026, an estimated $2.07K.
  • Root Financial Partners first reported a position in Liberty Live Group Series C in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Liberty Live Group Series C position peaked at $2.07K in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q2 2026.

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