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Blue Trust Inc’s Liberty Energy LBRT Stock Holding History

Blue Trust 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 		$4.82K Buy
184
+59
+47% +$1.76K ﹤0.01% 2031
2026
Q1 		$3.6K Hold
125
– – ﹤0.01% 2047
2025
Q4 		$2.31K Hold
125
– – ﹤0.01% 2126
2025
Q3 		$1.54K Buy
+125
New +$1.45K ﹤0.01% 2205
2024
Q4 		– Sell
-349
Closed -$7.29K – 2731
2024
Q3 		$7.29K Buy
349
+217
+164% +$4.48K ﹤0.01% 2302
2024
Q2 		$2.73K Buy
+132
New +$2.94K ﹤0.01% 2363
2024
Q1 		– Sell
-93
Closed -$2K – 2483
2023
Q4 		$2K Buy
+93
New +$1.77K ﹤0.01% 2164

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

Blue Trust Inc's LBRT Position: Q2 2026 in Review

Blue Trust Inc increased its Liberty Energy (LBRT) stake by 47% in Q2 2026, buying an estimated $1.76K and bringing the position to 184 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Blue Trust Inc first reported a position in LBRT in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.29K in Q3 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Blue Trust Inc held 184 shares of Liberty Energy worth $4.82K as of Q2 2026.
  • Blue Trust Inc bought 59 Liberty Energy shares in Q2 2026, an estimated $1.76K.
  • Liberty Energy made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2031 holding.
  • Blue Trust Inc first reported a position in Liberty Energy in Q4 2023 and has held it in 7 quarters since.
  • Blue Trust Inc's Liberty Energy position peaked at $7.29K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.