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Bruce G. Allen Investments’s Liberty Energy LBRT Stock Holding History

Bruce G. Allen Investments’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 		$864 Hold
33
– – ﹤0.01% 850
2026
Q1 		$950 Hold
33
– – ﹤0.01% 833
2025
Q4 		$609 Hold
33
– – ﹤0.01% 931
2025
Q3 		$407 Buy
+33
New +$382 ﹤0.01% 995

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American Century Companies
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Geode Capital Management
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Franklin Resources
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FCM
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NAMI
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Bruce G. Allen Investments's LBRT Position: Q2 2026 in Review

Bruce G. Allen Investments held its Liberty Energy (LBRT) position steady in Q2 2026 at 33 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Bruce G. Allen Investments first reported a position in LBRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $950 in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Bruce G. Allen Investments held 33 shares of Liberty Energy worth $864 as of Q2 2026.
  • Bruce G. Allen Investments left its Liberty Energy share count unchanged in Q2 2026.
  • Liberty Energy made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #850 holding.
  • Bruce G. Allen Investments first reported a position in Liberty Energy in Q3 2025 and has held it in 4 quarters since.
  • Bruce G. Allen Investments's Liberty Energy position peaked at $950 in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.