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Caldwell Sutter Capital’s Liberty Energy LBRT Stock Holding History

Caldwell Sutter Capital’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 		$2.62K Hold
100
– – ﹤0.01% 773
2026
Q1 		$2.88K Hold
100
– – ﹤0.01% 716
2025
Q4 		$1.85K Hold
100
– – ﹤0.01% 753
2025
Q3 		$1.23K Buy
+100
New +$1.16K ﹤0.01% 786

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

Caldwell Sutter Capital's LBRT Position: Q2 2026 in Review

Caldwell Sutter Capital held its Liberty Energy (LBRT) position steady in Q2 2026 at 100 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Caldwell Sutter Capital first reported a position in LBRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.88K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Caldwell Sutter Capital held 100 shares of Liberty Energy worth $2.62K as of Q2 2026.
  • Caldwell Sutter Capital left its Liberty Energy share count unchanged in Q2 2026.
  • Liberty Energy made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #773 holding.
  • Caldwell Sutter Capital first reported a position in Liberty Energy in Q3 2025 and has held it in 4 quarters since.
  • Caldwell Sutter Capital's Liberty Energy position peaked at $2.88K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.