BWM
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Bernard Wealth Management’s Liberty Energy LBRT Stock Holding History

Bernard Wealth Management’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 		$27 Hold
1
– – ﹤0.01% 322
2026
Q1 		$29 Hold
1
– – ﹤0.01% 352
2025
Q4 		$19 Hold
1
– – ﹤0.01% 353
2025
Q3 		$13 Buy
+1
New +$12 ﹤0.01% 340

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

Bernard Wealth Management's LBRT Position: Q2 2026 in Review

Bernard Wealth Management held its Liberty Energy (LBRT) position steady in Q2 2026 at 1 share worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Bernard Wealth Management first reported a position in LBRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $29 in Q1 2026. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Bernard Wealth Management held 1 share of Liberty Energy worth $27 as of Q2 2026.
  • Bernard Wealth Management left its Liberty Energy share count unchanged in Q2 2026.
  • Liberty Energy made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Bernard Wealth Management first reported a position in Liberty Energy in Q3 2025 and has held it in 4 quarters since.
  • Bernard Wealth Management's Liberty Energy position peaked at $29 in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.