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Atria Investments’s Liberty Energy LBRT Stock Holding History

Atria Investments’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 		$366K Sell
13,974
-7,308
-34% -$219K ﹤0.01% 1716
2026
Q1 		$613K Sell
21,282
-1,341
-6% -$34.2K 0.01% 1334
2025
Q4 		$418K Buy
22,623
+10,937
+94% +$183K ﹤0.01% 1553
2025
Q3 		$144K Buy
11,686
+1,176
+11% +$13.6K ﹤0.01% 1975
2025
Q2 		$121K Sell
10,510
-2,643
-20% -$32K ﹤0.01% 1957
2025
Q1 		$208K Buy
+13,153
New +$236K ﹤0.01% 1808

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

Atria Investments's LBRT Position: Q2 2026 in Review

Atria Investments reduced its Liberty Energy (LBRT) stake by 34% in Q2 2026, selling an estimated $219K and leaving 13,974 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Atria Investments first reported a position in LBRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $613K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Atria Investments held 13,974 shares of Liberty Energy worth $366K as of Q2 2026.
  • Atria Investments sold 7,308 Liberty Energy shares in Q2 2026, an estimated $219K.
  • Liberty Energy made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1716 holding.
  • Atria Investments first reported a position in Liberty Energy in Q1 2025 and has held it in 6 quarters since.
  • Atria Investments's Liberty Energy position peaked at $613K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.