Rothwell Investment Advisors, LLC’s Liberty Energy LBRT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio LBRT Stock Details LBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.22K	Buy	+341	New	+$7.05K	﹤0.01%	868

Other funds holding LBRT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Rothwell Investment Advisors, LLC's LBRT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Liberty Energy (LBRT) in Q3 2026: 341 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings.

132 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

Rothwell Investment Advisors, LLC held 341 shares of Liberty Energy worth $6.22K as of Q3 2026.
Liberty Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Liberty Energy made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #868 holding.
132 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.