Advisory Services Network’s Liberty Energy LBRT Stock Holding History

Advisory Services Network’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	–	Sell	-1,019	Closed	-$29.4K	–	3550
2026 Q1	$29.4K	Buy	+1,019	New	+$26K	﹤0.01%	2961
2025 Q4	–	Sell	-2,831	Closed	-$34.9K	–	3200
2025 Q3	$34.9K	Buy	+2,831	New	+$32.7K	﹤0.01%	2668
2024 Q1	–	Sell	-2,400	Closed	-$43.5K	–	2679
2023 Q4	$43.5K	Buy	+2,400	New	+$45.6K	﹤0.01%	2090
2023 Q2	–	Sell	-1,825	Closed	-$23.4K	–	2662
2023 Q1	$23.4K	Buy	1,825 +700	+62%	+$10.4K	﹤0.01%	2448
2022 Q4	$18K	Buy	+1,125	New	+$17.9K	﹤0.01%	2558
2021 Q3	–	Sell	-150	Closed	-$2K	–	2428
2021 Q2	$2K	Buy	+150	New	+$2.02K	﹤0.01%	3329
2021 Q1	–	Sell	-150	Closed	-$2K	–	2234
2020 Q4	$2K	Hold	150	–	–	﹤0.01%	3014
2020 Q3	$1K	Buy	+150	New	+$1.04K	﹤0.01%	3343
2019 Q4	–	Sell	-213	Closed	-$3K	–	3176
2019 Q3	$3K	Hold	213	–	–	﹤0.01%	2564
2019 Q2	$3K	Hold	213	–	–	﹤0.01%	2562
2019 Q1	$3K	Buy	+213	New	+$3.26K	﹤0.01%	2249

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

Advisory Services Network's LBRT Position: Q2 2026 in Review

Advisory Services Network sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 1,019 shares — an estimated $29.4K sold.

Advisory Services Network first reported a position in LBRT in Q1 2019 and held it in 11 quarters. The position peaked at $43.5K in Q4 2023. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Advisory Services Network reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,019 Liberty Energy shares in Q2 2026, an estimated $29.4K.
Advisory Services Network first reported a position in Liberty Energy in Q1 2019 and held it in 11 quarters.
Advisory Services Network's Liberty Energy position peaked at $43.5K in Q4 2023.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.