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Basecamp Wealth Advisors’s Liberty Energy LBRT Stock Holding History

Basecamp Wealth 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 		$2.46K Sell
94
-90
-49% -$2.69K ﹤0.01% 1318
2026
Q1 		$5.3K Hold
184
– – ﹤0.01% 1172
2025
Q4 		$3.4K Buy
+184
New +$3.07K ﹤0.01% 1238

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

Basecamp Wealth Advisors's LBRT Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Liberty Energy (LBRT) stake by 49% in Q2 2026, selling an estimated $2.69K and leaving 94 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Basecamp Wealth Advisors first reported a position in LBRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.3K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Basecamp Wealth Advisors held 94 shares of Liberty Energy worth $2.46K as of Q2 2026.
  • Basecamp Wealth Advisors sold 90 Liberty Energy shares in Q2 2026, an estimated $2.69K.
  • Liberty Energy made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1318 holding.
  • Basecamp Wealth Advisors first reported a position in Liberty Energy in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Liberty Energy position peaked at $5.3K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.