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Rothschild Investment LLC’s Liberty Global Class C LBTYK Stock Holding History

Rothschild Investment LLC’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.1K Buy
4,736
+632
+15% +$7.32K ﹤0.01% 1238
2026
Q1 		$48.1K Buy
4,104
+75
+2% +$860 ﹤0.01% 1128
2025
Q4 		$44.5K Buy
4,029
+59
+1% +$656 ﹤0.01% 1062
2025
Q3 		$46.6K Hold
3,970
– – ﹤0.01% 1011
2025
Q2 		$40.9K Hold
3,970
– – ﹤0.01% 829
2025
Q1 		$47.5K Hold
3,970
– – ﹤0.01% 780
2024
Q4 		$52.2K Hold
3,970
– – ﹤0.01% 772
2024
Q3 		$85.8K Hold
3,970
– – 0.01% 681
2024
Q2 		$70.9K Buy
3,970
+3,000
+309% +$52.2K ﹤0.01% 692
2024
Q1 		$17.1K Hold
970
– – ﹤0.01% 957
2023
Q4 		$18.1K Buy
+970
New +$16.8K ﹤0.01% 886

Other funds holding LBTYK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rothschild Investment LLC's LBTYK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Liberty Global Class C (LBTYK) stake by 15% in Q2 2026, buying an estimated $7.32K and bringing the position to 4,736 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Rothschild Investment LLC first reported a position in LBTYK in Q4 2023 and has held it in 11 quarters since. The position peaked at $85.8K in Q3 2024. 279 funds tracked by Wall St. Rank hold LBTYK as of Q2 2026.

  • Rothschild Investment LLC held 4,736 shares of Liberty Global Class C worth $52.1K as of Q2 2026.
  • Rothschild Investment LLC bought 632 Liberty Global Class C shares in Q2 2026, an estimated $7.32K.
  • Liberty Global Class C made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1238 holding.
  • Rothschild Investment LLC first reported a position in Liberty Global Class C in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Liberty Global Class C position peaked at $85.8K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.