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Waverly Advisors’s Liberty Global Class C LBTYK Stock Holding History

Waverly Advisors’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 		$131K Buy
11,951
+11,807
+8,199% +$137K ﹤0.01% 1661
2026
Q1 		$1.69K Sell
144
-10,828
-99% -$124K ﹤0.01% 1617
2025
Q4 		$121K Sell
10,972
-32
-0.3% -$356 ﹤0.01% 1417
2025
Q3 		$129K Buy
11,004
+198
+2% +$2.22K ﹤0.01% 1247
2025
Q2 		$111K Sell
10,806
-185
-2% -$1.92K ﹤0.01% 1159
2025
Q1 		$132K Buy
10,991
+183
+2% +$2.2K ﹤0.01% 1078
2024
Q4 		$142K Buy
+10,808
New +$187K ﹤0.01% 954

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

Waverly Advisors's LBTYK Position: Q2 2026 in Review

Waverly Advisors increased its Liberty Global Class C (LBTYK) stake by 8,199% in Q2 2026, buying an estimated $137K and bringing the position to 11,951 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Waverly Advisors first reported a position in LBTYK in Q4 2024 and has held it in 7 quarters since. The position peaked at $142K in Q4 2024. 279 funds tracked by Wall St. Rank hold LBTYK as of Q2 2026.

  • Waverly Advisors held 11,951 shares of Liberty Global Class C worth $131K as of Q2 2026.
  • Waverly Advisors bought 11,807 Liberty Global Class C shares in Q2 2026, an estimated $137K.
  • Liberty Global Class C made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1661 holding.
  • Waverly Advisors first reported a position in Liberty Global Class C in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Liberty Global Class C position peaked at $142K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.