Action Point Financial Planning’s Liberty Energy LBRT Stock Holding History

Action Point Financial Planning’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 Q2	$2.57K	Buy	+99	New	+$2.96K	﹤0.01%	2136

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Action Point Financial Planning's LBRT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Liberty Energy (LBRT) in Q2 2026: 99 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #2136 among its holdings.

402 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Action Point Financial Planning held 99 shares of Liberty Energy worth $2.57K as of Q2 2026.
Liberty Energy was a new Action Point Financial Planning position in Q2 2026.
Liberty Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2136 holding.
402 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.