AF
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Allworth Financial’s Liberty Energy LBRT Stock Holding History

Allworth Financial’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 		$38.6K Buy
1,475
+68
+5% +$2.03K ﹤0.01% 2703
2026
Q1 		$40.5K Buy
1,407
+182
+15% +$4.64K ﹤0.01% 2481
2025
Q4 		$22.6K Buy
1,225
+23
+2% +$384 ﹤0.01% 2734
2025
Q3 		$14.8K Buy
1,202
+1,123
+1,422% +$13K ﹤0.01% 2889
2025
Q2 		$907 Buy
79
+23
+41% +$279 ﹤0.01% 3984
2025
Q1 		$682 Sell
56
-959
-94% -$17.2K ﹤0.01% 3598
2024
Q4 		$22.5K Sell
1,015
-9
-0.9% -$166 ﹤0.01% 2019
2024
Q3 		$19.5K Sell
1,024
-18
-2% -$372 ﹤0.01% 1927
2024
Q2 		$22.4K Buy
1,042
+3
+0.3% +$67 ﹤0.01% 1808
2024
Q1 		$21.5K Buy
1,039
+18
+2% +$356 ﹤0.01% 1730
2023
Q4 		$18.5K Buy
1,021
+6
+0.6% +$114 ﹤0.01% 1694
2023
Q3 		$18.8K Buy
1,015
+15
+2% +$247 ﹤0.01% 1560
2023
Q2 		$13.4K Buy
1,000
+15
+2% +$194 ﹤0.01% 1761
2023
Q1 		$12.6K Hold
985
– – ﹤0.01% 1711
2022
Q4 		$15.8K Hold
985
– – ﹤0.01% 1493
2022
Q3 		$12K Buy
985
+943
+2,245% +$12.7K ﹤0.01% 1557
2022
Q2 		$1K Hold
42
– – ﹤0.01% 2185
2022
Q1 		$1K Hold
42
– – ﹤0.01% 1958
2021
Q4 		$0 Hold
42
– – ﹤0.01% 2044
2021
Q3 		$1K Buy
+42
New +$466 ﹤0.01% 1772

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

Allworth Financial's LBRT Position: Q2 2026 in Review

Allworth Financial increased its Liberty Energy (LBRT) stake by 4.8% in Q2 2026, buying an estimated $2.03K and bringing the position to 1,475 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Allworth Financial first reported a position in LBRT in Q3 2021 and has held it in 20 quarters since. The position peaked at $40.5K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Allworth Financial held 1,475 shares of Liberty Energy worth $38.6K as of Q2 2026.
  • Allworth Financial bought 68 Liberty Energy shares in Q2 2026, an estimated $2.03K.
  • Liberty Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2703 holding.
  • Allworth Financial first reported a position in Liberty Energy in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Liberty Energy position peaked at $40.5K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.