BEI
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Benjamin Edwards Inc’s Liberty Energy LBRT Stock Holding History

Benjamin Edwards Inc’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 		$949K Sell
36,239
-10,444
-22% -$312K 0.01% 819
2026
Q1 		$1.34M Sell
46,683
-11,701
-20% -$298K 0.01% 663
2025
Q4 		$1.08M Buy
58,384
+3,427
+6% +$57.3K 0.01% 685
2025
Q3 		$678K Buy
54,957
+4,612
+9% +$53.3K 0.01% 829
2025
Q2 		$578K Buy
50,345
+2,883
+6% +$34.9K 0.01% 810
2025
Q1 		$751K Buy
47,462
+4,991
+12% +$89.6K 0.01% 674
2024
Q4 		$845K Buy
42,471
+1,966
+5% +$36.4K 0.01% 662
2024
Q3 		$773K Buy
40,505
+12,781
+46% +$264K 0.01% 664
2024
Q2 		$579K Buy
27,724
+2,429
+10% +$54.2K 0.11% 193
2024
Q1 		$524K Buy
25,295
+7,910
+45% +$156K 0.1% 214
2023
Q4 		$315K Buy
17,385
+2,003
+13% +$38.1K 0.07% 246
2023
Q3 		$285K Buy
15,382
+4,348
+39% +$71.7K 0.07% 235
2023
Q2 		$148K Buy
11,034
+6,748
+157% +$87.4K 0.03% 321
2023
Q1 		$55K Buy
4,286
+2,663
+164% +$39.4K 0.01% 448
2022
Q4 		$26K Buy
+1,623
New +$25.8K 0.01% 476

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

Benjamin Edwards Inc's LBRT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Liberty Energy (LBRT) stake by 22% in Q2 2026, selling an estimated $312K and leaving 36,239 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #819.

Benjamin Edwards Inc first reported a position in LBRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Benjamin Edwards Inc held 36,239 shares of Liberty Energy worth $949K as of Q2 2026.
  • Benjamin Edwards Inc sold 10,444 Liberty Energy shares in Q2 2026, an estimated $312K.
  • Liberty Energy made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #819 holding.
  • Benjamin Edwards Inc first reported a position in Liberty Energy in Q4 2022 and has held it in 15 quarters since.
  • Benjamin Edwards Inc's Liberty Energy position peaked at $1.34M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.