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SageView Advisory Group’s Liberty Global Class C LBTYK Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-4,000
Closed -$44.2K – 1612
2025
Q4 		$44.2K Buy
+4,000
New +$44.5K ﹤0.01% 1128

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SageView Advisory Group's LBTYK Position: Q1 2026 in Review

SageView Advisory Group sold out of Liberty Global Class C (LBTYK) in Q1 2026, closing a stake of 4,000 shares — an estimated $44.2K sold.

SageView Advisory Group first reported a position in LBTYK in Q4 2025 and held it in 1 quarter. The position peaked at $44.2K in Q4 2025. 276 funds tracked by Wall St. Rank hold LBTYK as of Q1 2026.

  • SageView Advisory Group reported no remaining Liberty Global Class C position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,000 Liberty Global Class C shares in Q1 2026, an estimated $44.2K.
  • SageView Advisory Group first reported a position in Liberty Global Class C in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Liberty Global Class C position peaked at $44.2K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.