AG
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Algert Global’s Liberty Energy LBRT Stock Holding History

Algert Global’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 		$8.49M Buy
324,100
+105,764
+48% +$3.16M 0.1% 329
2026
Q1 		$6.29M Buy
+218,336
New +$5.57M 0.09% 369
2025
Q4 		– Sell
-153,890
Closed -$1.9M – 1244
2025
Q3 		$1.9M Sell
153,890
-135,044
-47% -$1.56M 0.03% 698
2025
Q2 		$3.32M Buy
+288,934
New +$3.5M 0.07% 464
2024
Q3 		– Sell
-15,899
Closed -$332K – 1399
2024
Q2 		$332K Sell
15,899
-107,792
-87% -$2.4M 0.01% 1084
2024
Q1 		$2.56M Buy
123,691
+23,220
+23% +$459K 0.1% 334
2023
Q4 		$1.82M Sell
100,471
-258,361
-72% -$4.91M 0.07% 442
2023
Q3 		$6.65M Sell
358,832
-289,194
-45% -$4.77M 0.31% 65
2023
Q2 		$8.66M Buy
648,026
+34,287
+6% +$444K 0.38% 39
2023
Q1 		$7.86M Buy
613,739
+188,345
+44% +$2.79M 0.37% 36
2022
Q4 		$6.81M Buy
425,394
+93,532
+28% +$1.49M 0.38% 25
2022
Q3 		$4.21M Buy
331,862
+269,022
+428% +$3.63M 0.25% 77
2022
Q2 		$802K Buy
+62,840
New +$986K 0.06% 571
2020
Q4 		– Sell
-17,660
Closed -$141K – 452
2020
Q3 		$141K Buy
+17,660
New +$123K 0.04% 341
2019
Q4 		– Sell
-27,773
Closed -$301K – 416
2019
Q3 		$301K Buy
+27,773
New +$341K 0.11% 220

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

Algert Global's LBRT Position: Q2 2026 in Review

Algert Global increased its Liberty Energy (LBRT) stake by 48% in Q2 2026, buying an estimated $3.16M and bringing the position to 324,100 shares worth $8.49M. The position accounts for 0.1% of the portfolio, ranked #329.

Algert Global first reported a position in LBRT in Q3 2019 and has held it in 15 quarters since. The position peaked at $8.66M in Q2 2023. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Algert Global held 324,100 shares of Liberty Energy worth $8.49M as of Q2 2026.
  • Algert Global bought 105,764 Liberty Energy shares in Q2 2026, an estimated $3.16M.
  • Liberty Energy made up 0.1% of Algert Global's portfolio in Q2 2026, its #329 holding.
  • Algert Global first reported a position in Liberty Energy in Q3 2019 and has held it in 15 quarters since.
  • Algert Global's Liberty Energy position peaked at $8.66M in Q2 2023.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.