Baird Financial Group
LBRT icon

Baird Financial Group’s Liberty Energy LBRT Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-60,711
Closed -$1.12M – 1882
2025
Q4 		$1.12M Buy
+60,711
New +$1.01M ﹤0.01% 1219
2025
Q2 		– Sell
-18,202
Closed -$288K – 1820
2025
Q1 		$288K Buy
+18,202
New +$327K ﹤0.01% 1580
2024
Q4 		– Sell
-79,643
Closed -$1.52M – 1787
2024
Q3 		$1.52M Buy
79,643
+2,336
+3% +$48.2K ﹤0.01% 1046
2024
Q2 		$1.61M Buy
77,307
+59
+0.1% +$1.32K ﹤0.01% 1020
2024
Q1 		$1.6M Buy
+77,248
New +$1.53M ﹤0.01% 1016

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Baird Financial Group's LBRT Position: Q1 2026 in Review

Baird Financial Group sold out of Liberty Energy (LBRT) in Q1 2026, closing a stake of 60,711 shares — an estimated $1.12M sold.

Baird Financial Group first reported a position in LBRT in Q1 2024 and held it in 5 quarters. The position peaked at $1.61M in Q2 2024. 396 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Baird Financial Group reported no remaining Liberty Energy position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 60,711 Liberty Energy shares in Q1 2026, an estimated $1.12M.
  • Baird Financial Group first reported a position in Liberty Energy in Q1 2024 and held it in 5 quarters.
  • Baird Financial Group's Liberty Energy position peaked at $1.61M in Q2 2024.
  • 396 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.