Capstone Investment Advisors
LBRT icon

Capstone Investment Advisors’s Liberty Energy LBRT Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-11,243
Closed -$139K – 1857
2025
Q3 		$139K Buy
+11,243
New +$130K ﹤0.01% 1860
2024
Q2 		– Sell
-15,897
Closed -$329K – 2296
2024
Q1 		$329K Buy
+15,897
New +$314K ﹤0.01% 1786
2023
Q3 		– Sell
-267,773
Closed -$3.58M – 2195
2023
Q2 		$3.58M Sell
267,773
-200,653
-43% -$2.6M 0.02% 472
2023
Q1 		$6M Sell
468,426
-30,501
-6% -$451K 0.03% 328
2022
Q4 		$7.99M Buy
+498,927
New +$7.94M 0.06% 278

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capstone Investment Advisors's LBRT Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 11,243 shares — an estimated $139K sold.

Capstone Investment Advisors first reported a position in LBRT in Q4 2022 and held it in 5 quarters. The position peaked at $7.99M in Q4 2022. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,243 Liberty Energy shares in Q4 2025, an estimated $139K.
  • Capstone Investment Advisors first reported a position in Liberty Energy in Q4 2022 and held it in 5 quarters.
  • Capstone Investment Advisors's Liberty Energy position peaked at $7.99M in Q4 2022.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.