Bank of Montreal
LBRT icon

Bank of Montreal’s Liberty Energy LBRT Stock Holding History

Bank of Montreal’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
2019
Q1 		– Sell
-5,300
Closed -$69K – 4541
2018
Q4 		$69K Hold
5,300
– – ﹤0.01% 3137
2018
Q3 		$114K Buy
+5,300
New +$103K ﹤0.01% 3048

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's LBRT Position: Q2 2026 in Review

Bank of Montreal reduced its Liberty Energy (LBRT) stake by 13% in Q2 2026, selling an estimated $119K and leaving 25,658 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Bank of Montreal first reported a position in LBRT in Q2 2018 and has held it in 28 quarters since. The position peaked at $4.53M in Q3 2020. 255 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Bank of Montreal held 25,658 shares of Liberty Energy worth $672K as of Q2 2026.
  • Bank of Montreal sold 3,989 Liberty Energy shares in Q2 2026, an estimated $119K.
  • Liberty Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2303 holding.
  • Bank of Montreal first reported a position in Liberty Energy in Q2 2018 and has held it in 28 quarters since.
  • Bank of Montreal's Liberty Energy position peaked at $4.53M in Q3 2020.
  • 255 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.