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Annis Gardner Whiting Capital Advisors’s Liberty Energy LBRT Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-5
Closed -$144 – 846
2026
Q1 		$144 Buy
+5
New +$127 ﹤0.01% 1281
2025
Q3 		– Sell
-62
Closed -$712 – 1331
2025
Q2 		$712 Buy
+62
New +$751 ﹤0.01% 1138

Other funds holding LBRT

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's LBRT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 5 shares — an estimated $144 sold.

Annis Gardner Whiting Capital Advisors first reported a position in LBRT in Q2 2025 and held it in 2 quarters. The position peaked at $712 in Q2 2025. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5 Liberty Energy shares in Q2 2026, an estimated $144.
  • Annis Gardner Whiting Capital Advisors first reported a position in Liberty Energy in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Liberty Energy position peaked at $712 in Q2 2025.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.