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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
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

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bernard Wealth Management's LBRT Position: Q1 2026 in Review

Bernard Wealth Management held its Liberty Energy (LBRT) position steady in Q1 2026 at 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Bernard Wealth Management first reported a position in LBRT in Q3 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Bernard Wealth Management held 1 share of Liberty Energy worth $29 as of Q1 2026.
  • Bernard Wealth Management left its Liberty Energy share count unchanged in Q1 2026.
  • Liberty Energy made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #352 holding.
  • Bernard Wealth Management first reported a position in Liberty Energy in Q3 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.