Cerity Partners’s Liberty Energy LBRT Stock Holding History

Cerity Partners’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	$1.98M	Sell	75,497 -10,398	-12%	-$311K	﹤0.01%	1601
2026 Q1	$2.47M	Buy	85,895 +22,119	+35%	+$564K	﹤0.01%	1366
2025 Q4	$1.18M	Buy	63,776 +782	+1%	+$13.1K	﹤0.01%	1632
2025 Q3	$777K	Buy	62,994 +41,668	+195%	+$482K	﹤0.01%	1722
2025 Q2	$245K	Buy	+21,326	New	+$258K	﹤0.01%	2253
2025 Q1	–	Sell	-10,957	Closed	-$214K	–	2550
2024 Q4	$214K	Buy	+10,957	New	+$203K	﹤0.01%	2209
2024 Q2	–	Sell	-407,340	Closed	-$8.44M	–	2320
2024 Q1	$8.44M	Buy	407,340 +73,411	+22%	+$1.45M	0.02%	503
2023 Q4	$6.06M	Buy	+333,929	New	+$6.34M	0.02%	493

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cerity Partners's LBRT Position: Q2 2026 in Review

Cerity Partners reduced its Liberty Energy (LBRT) stake by 12% in Q2 2026, selling an estimated $311K and leaving 75,497 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Cerity Partners first reported a position in LBRT in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.44M in Q1 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Cerity Partners held 75,497 shares of Liberty Energy worth $1.98M as of Q2 2026.
Cerity Partners sold 10,398 Liberty Energy shares in Q2 2026, an estimated $311K.
Liberty Energy made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1601 holding.
Cerity Partners first reported a position in Liberty Energy in Q4 2023 and has held it in 8 quarters since.
Cerity Partners's Liberty Energy position peaked at $8.44M in Q1 2024.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.